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Helping Clients End the Year on the Right Note

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A Holiday Card Mailing List Is Not the Only Important List Your Clients Should Consider

The estate planning process is somewhat similar to Santa's process. We decide who should receive our assets (the nice people on our list) and who should not (the naughty ones). With families getting together for annual holiday celebrations, read more to learn about how there is no better time to remind your clients to check their list (i.e., their estate plan) twice to ensure the right people are included and accounted for.

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'Tis the Season to Lend aHelping Hand

Simple acts of kindness may be a proven happiness hack. But if a client is suddenly thrust into a role - such as a caregiver, an agent under a power of attorney, or a trustee - that requires them to put another person's needs before their own, platitudes alone will not suffice. Read more to learn about the need for professional guidance to help manage or wind up a loved one's affairs.

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New Year's Eve Trivia and FunFacts

Whether your plans involve a night on the couch with family or celebrating into the wee hours with fellow partygoers, read more to get a list of some fun New Year's trivia questions and factoids to stimulate the mind and ring in 2025.

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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.