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The Wealth Advisor


Mastering Asset Protection Strategies For Your Client



Insurance Is the First Line of Defense


Clients sometimes view insurance only as a cost instead of an investment that protects their wealth and legacy. Recent shifts in the insurance market have led to many clients paying more and getting less from their policies. Read more to learn about how you can reframe the insurance discussion with your clients and explore reviewing or supplementing coverages.

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Is a Domestic Asset Protection Trust Right for Your Clients?


To secure the wealth that clients are working so hard to build, advisors can turn to asset protection solutions such as the domestic asset protection trust (DAPT), a type of irrevocable trust designed to strategically shield wealth within US borders. Used correctly, DAPTs can be one of the strongest lines of defense in a client's financial and estate plans. However, to be effective and withstand legal scrutiny, DAPTs must be carefully structured with precise attention to detail and timing. Read more to understand how DAPTs work.

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Are Your Clients Saving Enough for Retirement?


Many Americans have little or no retirement savings and are worried about whether they can ever afford to stop working, let alone provide for others after they pass. Read more to learn about how advisors can help ease retirement fears by viewing savings, asset protection, and legacy gifting as part of a holistic financial planning strategy.

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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.