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Help Your Clients Get Ready for Back-to-School
Important Planning Points to Cover with Parents
Find out how you can educate your clients who are parents about creating a proper estate plan to help their loved ones avoid the complex and emotionally draining probate process.
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Five Considerations of a Continuing Trust
Not all children are responsible enough to handle a large lump sum inheritance at age eighteen without some guidance. Most children would be tempted to spend it all on fast cars, designer clothes, lavish vacations, or maybe even to quit their job. It is important to educate your clients on the options available to them when it comes to leaving an inheritance to their children.
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Three Types of Trusts to Plan for Minor Children and Grandchildren
Most parents have carefully considered what values they want to instill upon their children, but what many parents may not realize is that establishing a trust can allow them to essentially parent from beyond the grave. In addition, grandparents may want to provide a lasting gift to their grandchildren, but may be unsure of how to make a gift that truly has a lasting impact. Trusts are not a "one size fits all" planning method - in fact, there are different forms of trusts that can help your clients accomplish a variety of goals.
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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.