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The Wealth Advisor



URGENT - CTA Reporting Requirements for 2024


Lessons We Can Learn from Famous Mothers and Their Estate Plans




Gloria Vanderbilt: No Trust Fund Kids for Her


Not all parents are committed to leaving an inheritance to their children. Some, including Gloria Vanderbilt, believe that kids should make their own money and earn their own success in life.

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Aretha Franklin: Too Much Estate Planning


The Queen of Soul penned two wills that became the subject of considerable controversy after her death and showed that no matter how famous you are, your final wishes could come down to state law if you are not proactive about estate planning

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Lucille Ball: Dangers of Being the First to Die


Decades after her death, important lessons can be learned from a court battle over some cherished heirlooms between Lucille Ball's daughter and the widow of Ball's second husband.

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MEREDITH | PC
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Flower Mound Texas 75028
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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.