Taxes That Can Impact Your Estate Plan
A comprehensive estate plan should consider the impact that taxes can have on your estate and ensure that your estate is distributed in a tax-efficient manner. Learn more about the taxes that can impact you and your estate plan.
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Balancing Act: What Matters Most to You?
When people begin getting their affairs in order through the creation of an estate plan, they often face a delicate balancing act between saving on income and estate taxes, protecting their hard-earned savings from their ultimate beneficiaries' creditors, and providing maximum benefit to their loved ones. Finding the right balance requires careful consideration of the different legal and financial tools available to help you fulfill the vision of your estate plan.
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Quiz: How Much Do You Know About Taxes?
Test your tax knowledge with this short quiz about our tax system.
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MEREDITH | PC
4325 Windsor Centre Trail
Suite 400
Flower Mound Texas 75028
214-513-1013
This newsletter is for informational purposes only and is not intended to be construed as written advice about a Federal tax matter. Readers should consult with their own professional advisors to evaluate or pursue tax, accounting, financial, or legal planning strategies.
You have received this newsletter because I believe you will find its content valuable. Please feel free to Contact Me if you have any questions about this or any matters relating to estate planning.
