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The Wealth Advisor


Incapacity Planning Information Your Clients Need to Know



Why Your Clients Need to Worry About Incapacity Planning


Everyone dies. Not everyone becomes incapacitated. But the odds - and consequences - of suffering incapacity are higher than people might think. Read more about ways that you can help prepare your clients so they are ready to tackle these types of situations with proper proactive incapacity planning.

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Helping Clients with Their Financial Decisions


An estimated two-thirds of US adults do not have an estate plan. This effectively means that they also lack an incapacity plan, leaving them without documented, legally enforceable instructions regarding who should manage their affairs if they are unable to do so themselves. Read more to help ensure your clients assign a responsible individual to make financial decisions on their behalf.

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What Does an Agent Under a Medical Power of Attorney Do?


For nonmedical emergency situations, clients with a comprehensive estate plan can control their future medical treatment by naming a person or people to act and provide consent for them when they are unable to do so. Read more to help your clients complete key estate planning documents in the event that they become unable to make or communicate their medical wishes.

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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.