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Hot Summer News to Share with Your Clients
Just as spending a day under the summer sun without proper protection can leave you with a painful sunburn, a poorly crafted or out-of-date estate plan can inflict harm on your clients and their loved ones. In this newsletter, we explore the importance of creating a comprehensive estate plan to protect your client's legacy and ensure a smooth transition to future generations.
Why Your Client's Relationship with Their Parents and Children Is Important
Your client's relationship with their parents and with their own children is important for several reasons, including developing an effective estate plan. Simply maintaining a loving relationship with a parent does not necessarily guarantee inheritance rights. A legal right to inherit depends largely on the legal relationship between a child and that child's parent, the existence of a valid estate plan, or if no estate plan exists, the applicable laws of intestacy in a given jurisdiction.
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Planning Strategies for Your Client's Boat That Are Not Sunk
As summer approaches and open waters beckon, it is important to consider a unique aspect of estate planning that can often be overlooked by your clients - their boats and watercrafts. These vessels bring your clients joy and unforgettable memories, but they also warrant special attention when it comes to safeguarding your clients' legacies as part of a comprehensive estate plan.
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Nine Ways Your Client's Plan Could Breed Conflict
Friction between family members can escalate during a scorching summer heatwave. Likewise, a flawed estate plan has the potential to breed conflict, mistrust, and financial turmoil among your client's beneficiaries in several ways.
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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.