Print   Close


The Wealth Counselor


Estate Planning Awareness Week Is Almost Here





Top 3 Reasons You Need an Up-to-Date Estate Plan


Read more to understand the importance of having an up-to-date estate plan and learn how it not only contemplates what happens after your death, but also protects you and your loved ones if you become incapacitated.

Read More . . .





Estate Planning Roll Call: Important Legal Tools You Should Have


You have likely heard the term estate planning, but you may not be familiar with which legal tools typically comprise a complete estate plan. We want to teach you about the legal tools that should be included in your plan and what benefits and protections each legal tool can provide.

Read More . . .





Do Not Become a Statistic


Whether you need to create an estate plan or update an existing one, do not put it off. The following are some scary statistics about the average American and estate plans.

Read More . . .


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.