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Preparing Your Senior for the Real World

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High School Seniors Can Use a Starter Estate Plan

The long, carefree days of summer are nearing an end. If you have a high school senior at home, childhood is also coming to an end for them as they prepare to graduate, turn 18, and enter the "real world." You can create these inexpensive documents for your senior at https://meredithpc.com/diy. Read more to determine if they - and you - are legally prepared for their official start of adulthood.

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Does a Young Adult Need a Will?

As our client - and as a parent - you know that having a comprehensive estate plan ensures that your children will be taken care of if something happens to you. Read more to learn about what if something happens to your child? Should they have a will, too? And if they do not, what happens then?

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Four Things A High School Senior Needs to Know Before Graduating

Young adults are not known for being the most fiscally responsible people. Yet financial planning is more important than ever for a generation that is struggling with high inflation and debt and has a tendency to prioritize spending over saving. Read more about how professional guidance can help break through money management barriers and prepare a young adult for a lifetime of financial success.

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MEREDITH | PC
4325 Windsor Centre Trail
Suite 400
Flower Mound Texas 75028
214-513-1013

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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.