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Celebrate the Holidays with an Estate Plan

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It Is Time to Make Your Estate Planning List and Check It Twice

"He's making a list. He's checking it twice. He's going to find out who's naughty and nice . . . ." The estate planning process can sometimes be similar to Santa's process. You decide who should receive your money and property (the nice people on your list) and who should not (the naughty ones).

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It Is Okay to Ask for Help

There are times, like the holiday season, that we think about and prepare for, for much of the year. However, when they arrive, we may still feel unprepared. The holidays serve as a reminder of how quickly life happens. It can also feel this way when we get the news that family is counting on us - and not just to bring the rolls to this year's holiday dinner.

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New Year's Eve Trivia and Fun Facts

Americans are known for their "work hard, play hard" mindset. On average, we work 1,789 hours per year. However, even with our play-hard mentality, many of us do not stay up to see the ball drop on New Year's Eve. Less than one-third of Americans plan to either attend or host a New Year's Eve party, while more than half will spend the evening at home.

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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.