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The Wealth Counselor


Happy National Movie Month





An Estate Plan Is Your Script to a Lasting Legacy


Viewing yourself as the main character in the movie of your life is associated with greater psychological well-being. It can make you feel more competent, autonomous, and effective. Read more to learn how to take control of your story by creating an estate plan, enabling you to write a script for your legacy.

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Wealth, Legacy, and Family Drama: Inside The Descendants


Although fictional, the 2011 movie The Descendants, starring George Clooney has some basis in fact. Read more about the lessons learned from the film and how it reflects a common estate planning challenge that many families face when attempting to hold and manage assets (accounts and property) for multiple generations.

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Lessons in Estate Planning from Rain Man


Rain Man starring Tom Cruise and Dustin Hoffman is one of the most iconic American movies of the 1980s. Although secondary to the main plot, several estate planning threads run through Rain Man. Read more about estate planning issues and lessons learned including those related to trusts, beneficiaries, and how to plan for children who have very different personalities and needs.

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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.