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The Wealth Counselor


Celebrate National Make a Will Month





Which Will Would You Choose?


If you or your loved ones have not yet created a will, you are not alone. In fact, according to a recent survey, not having created a will puts you among the majority of Americans. Learn more about why estate planning should be done early, often, and with attorney assistance to ensure it serves its purpose and stands up to scrutiny.

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Debunking Common Misconceptions About Wills


Estate planning is not just for the wealthy - or older adults, married couples, or any other single category of individual. Estate planning is beneficial for everyone. But this is just one of the many misconceptions people have about wills and estate plans. Read more about the misunderstandings of how wills function and what planning purposes they can be used for.

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Could a Will Be Right For You?


This estate planning tool retains its core purpose of transferring a person's assets (money and property) to others after their death. Wills have stood the test of time - and for good reason: they are fundamental to controlling your assets and legacy. Learn more about what a will does - and does not do.

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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.