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Estate Planning Tips You'll Want to Scoop Up for National Ice Cream Month
Different Flavors of Transferring Your Money and Property Outside of Probate
It's summertime and July is National Ice Cream Month. But what kind to choose? Cone or cup? What flavor are you craving? You are facing what is known as the "ice cream dilemma," which has become a metaphor for the difficulty of decision-making when there are nearly unlimited options. This dilemma could help explain why only around one in three American adults has an estate plan. Read more to learn about where to start and how to simplify the decision-making process.
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Adding Toppings to Your Estate Plan
Estate planning often follows the same path as adding toppings to your ice cream. Most people begin with a "vanilla" plan that covers the essentials. From there, they can add "toppings" such as inheritance timing and conditions or charitable components that turn a basic plan into something customized. Read more to learn about all the different types of options or "toppings" that are available to you.
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Do Not Leave Your Loved Ones with a Sticky Mess
We tend to think of ice cream as a simple pleasure, but beneath that sweet surface is actually a complex, carefully structured mixture. If the conditions shift even slightly, it can melt too fast or harden into freezer-burned disappointment. Estate plans are similar in that way. When made right and kept fresh, they deliver exactly what you want. However, when they are neglected or exposed to too much heat, they can turn messy fast. Read more to learn why regular reviews are so essential.
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MEREDITH | PC
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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.