Remember Your First Line of Defense: Insurance
Recent shifts in the insurance market have led to many people paying more and getting less from their insurance policies. However, amid these frustrations, it is important to remember that insurance remains your first defense for protecting your wealth and legacy. Read more to learn about several ways to master your asset protection strategy.
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Could a Domestic Asset Protection Trust Be the Right Trust for You?
However you make money, you undoubtedly want to hold onto as much of it as possible. And that requires strategic long-term planning. One potential asset protection strategy involves using a domestic asset protection trust (DAPT) - a type of irrevocable trust designed to strategically shield wealth within US borders. Read more to learn about how DAPTs work.
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Are You Saving Enough forRetirement?
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. Some assets earmarked for retirement can also be vulnerable to lawsuits, medical bills, and other creditor claims that can quickly drain decades of careful savings. Read more to understand how much is needed for retirement.
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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.
