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Client Estate Plans: Hot Tips and Cool Strategies
Ballots to Beneficiaries: How Potential Presidential Policies Could Shape the Future of Estate Planning
The 2024 presidential election is only a few months away. As campaign ads ramp up and we enter debate season, the candidates will sound off on their respective positions about a wide range of topics, from the economy, immigration, and education to national security, the environment, and the state of democracy.
Read more to learn about the presidential front-runners and their stances on estate planning-related issues.
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Counseling Clients About Their Vacation Homes
The finances and feelings tied up in a vacation home can present unique estate planning challenges when a client is making plans to pass the home to the next generation. Family dynamics, ownership structure, taxes, and more need to be considered in the transition. Read more about ways to optimize this planning process.
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Proper Planning for a Client's Sports Memorabilia Collection
The sports memorabilia market has never been bigger. Collectors' items like cards, photos, clothing, and tickets, once the domain of hobbyists, are now part of an industry that is valued at more than $26 billion and is expected to top $227 billion by 2032. Read more about ways to help your clients protect these valuable assets and ensure that they end up in the hands of those that are intended to be the beneficiaries.
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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.