Print Close
Planning for Peace of Mind This Holiday Season
12 Estate Planning Steps to Take This Holiday Season
A partridge in a pear tree? Lords a-leaping? Many of us may know the lyrics to "The Twelve Days of Christmas," but few likely know its origin or the meanings behind the song. The song may be about symbolic gifts of love and melody, but in estate planning, the most valuable gifts you can give are the ones that bring clarity, protection, and peace of mind - and that last well beyond the holidays. Keeping in the spirit of the song, read more to consider the following 12 estate planning gifts, each one a practical step you can take to protect your loved ones and plan for your future.
Read More . . .
National Regifting Day: Regifting for Your Future
National Regifting Day takes place on the Thursday before Christmas and celebrates giving an unwanted gift to someone else - especially at holiday office parties - as a way to promote sustainability and mindful consumption. In estate planning, some "gifts" can be regifted, revised, or exchanged over time, while others, once given, are final. Read more to learn that the key is knowing the difference and ensuring that you have left a kind of "receipt in the bag" in case an exchange becomes necessary and the "return window" is still open.
Read More . . .
Estate Planning Facts for theHoliday Season
Every year around the holidays, stores and malls across America are transformed into winter wonderlands, complete with elves, ornaments, artificial snow, and larger-than-life decorations. Many children stare in wide-eyed wonder as they wait to sit on Santa's lap and answer a singularly important question: What do you want for Christmas this year? For your next holiday get-together, read more to discover a few festive facts and conversation starters to help you reflect on your own estate plan and hopefully also inspire a meaningful discussion at our next meeting.
Read More . . .
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.