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Estate Planning: The Missing Piece in Your Clients' Financial Puzzle?
Top 3 Reasons Your Clients May Not Have an Estate Plan - and How You Can Help
During your discussions with other advisors or while reading industry publications, you have likely come across startling statistics about the number of Americans without an estate plan. The exact figures vary by survey and demographic, but the story they tell is consistent: Roughly two-thirds of Americans are unprepared to transfer their assets and care for their loved ones in a medical emergency. What is an advisor to think - and do - about this potentially calamitous oversight? Read more to learn about how it starts with understanding why Americans are not planning for their futures.
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Beyond the Basic: Estate Planning Strategies for Modern Families
Today's families take many different forms. Some are blended through divorce and remarriage while others are built through long-term partnerships, adoption, or fostering. Families may include same-sex or opposite-sex couples; married or unmarried partners; or children from different relationships or no children. Many households also juggle the needs of aging parents or relatives with disabilities. Read more to discover that as today's modern families evolve and become more diverse, so too must the estate planning strategies that protect them.
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The Advisor's Estate Planning Challenge: Test Your Knowledge!
Take our Advisor's Estate Planning Challenge Quiz to test your knowledge and level of expertise related to various estate planning topics.
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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.