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The Wealth Advisor


Fall Estate Planning Update




What Your Clients Need to Know About Transferring Their Season Tickets


Having a limited number of home games also makes football season tickets highly coveted. The most popular teams commonly have multiyear waiting lists. One way for fans to cut the line is to have season tickets transferred to them. Transferring season tickets can be a way to combine a personal legacy with a team's legacy. Read more about how most teams, however, put limits on season ticket transfers, both before and after death.

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We Can Be Our Own FootballTeam


Sports are often considered a metaphor for life that can teach us lessons about adversity, discipline, teamwork, and overcoming obstacles to reach a goal. Read more to learn how we can work together to be our own football team for our clients.

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Fall Cleanup Checklist for Youand Your Clients


This is the perfect time to take stock of the year that was and tie up loose ends prior to a frenetic last few weeks that can be equal parts stressful and celebratory. Read more to learn about how having a fall to-do list can make the challenges of balancing family and professional commitments more manageable during this busy season.

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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.