Creative Uses for Life Insurance
Life insurance provides funds for surviving loved ones upon the insured's death. Read more to find out other ways policyholders can use life insurance.
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Who Should Your Client Name as a Beneficiary?
If a policyholder designates a beneficiary on their life insurance policy, the death benefits are not typically part of a decedent's probate estate. Learn more about the considerations necessary when structuring the beneficiary designation.
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Common Life Insurance Mistakes in Estate Planning
Simply having a policy - and a plan - is not enough. Both life insurance policies and estate plans are prone to mistakes or oversights that can undermine their effectiveness. Learn more about the mistakes or oversights that can be compounded when life insurance is part of a client's estate plan.
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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.
