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The Wealth Advisor


How Clients Can Show Their Four Legged Pals Some Love




Help Your Clients Provide Financial Support for Their Pet in Uncertain Times


Your clients are likely concerned about what will happen to their pets if they die or are unable to make decisions or care for their pets. Several options are available to your clients to ensure that funds are available so their beloved furry family members continue to receive the same level of care and support they have always received.

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Options for Your Client's Pet Caregiver


If your client has a severe illness or accident or passes away, who will look after their pet? There are many ways to ensure that a client's pet continues to have a loving home, and the process begins with finding the right caregiver.

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Helping Your Clients Create a Pet Budget


Compiling a list of common expenses is the first step in protecting a beloved pet's future. You can assist your client in determining the right amount of funds to set aside for their pet's continued living arrangements.

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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.