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Helping Clients Stay Financially and Logistically Prepared While Traveling
When Clients Travel, Small Gaps Can Turn into Big Problems
When a client shares their upcoming travel plans, our initial reaction may be to simply wish them well. However, advisors can play a more active role by helping clients prepare for unanticipated issues that may arise on the road. Read more to learn that before they pack a bag, we can lead clients through a list of travel what-ifs and help them stress-test their preparedness for the off -script adventures - and misadventures - they could encounter.
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Cross-Border Clients, Cross-Border Risk
Advisors and clients must be mindful of the limits of domestic planning and understand that plans written around US laws may not be recognized or function as intended in other countries.
Advisors do not need to answer every legal issue that an international lifestyle can surface. Read more to discover that spotting exposures early, flagging potential risks, and bringing in professionals qualified to address them may be enough to keep an expected border crossing from becoming an unexpected legal barrier.
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The Access Problem: WhenClients (or Their Families)Cannot Reach What Matters
An irony of modern estate planning is that the more secure we make our digital lives, the more vulnerable we are to a total planning lockdown when a crisis hits. When a crisis strikes, legal authority alone is no longer enough. A power of attorney or trust agreement means nothing if the designated agent cannot bypass a text-message verification screen. Read more to learn that a plan is not worth the paper it is written on if the right people cannot reach the right resources behind a digital lockscreen.
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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.