Today's Financial Plan, Tomorrow's Wealth Transfer: Integrated Estate Planning | The Probate Podcast

The Probate Podcast

In this episode of The Probate Podcast, join host Sherri Lund as she welcomes Matt Meredith, a seasoned expert in the financial planning and estate transfer space. Matt shares key insights into whether your financial advisor can handle your estate plan, the benefits of hybrid estate and financial planning, and some underrated tips for making sure your will works the way you want it to. Matt delves into important topics like blended family estate plans, common grounds for contesting a will, and how much harder probate can be when there is no plan in place.
Explore Probate Help on Sherri's Website: WillowWoodSolutions.com
WATCH ON YOUTUBE: https://www.youtube.com/watch?v=JUu1tElHLTo

Episode Chapters
0:00 Introducing Matt Meredith - Wealth Transfer Expert
3:37 Can My Financial Advisor Also Do My Estate Plan?
9:30 Who Can Benefit from Hybrid Estate & Financial Planning?
10:39 The Great Wealth Transfer: Strategies and Mindset
16:35 No Contest Clause: Avoiding the Common Grounds for Contesting a Will
19:39 Inheriting Community Property: Self-Proving Wills and Affidavit of Heirship in Texas
24:04 Have I Done Everything I Need To for My Estate Planning Checklist?
25:19 Food For Thought: What Happens If I Were To Die Today?

ABOUT MATT:

Matt Meredith is an accomplished attorney, Certified Financial Planner™ practitioner, and investment manager with over 15 years of experience in financial planning, investment management, estate planning, tax, probate, and guardianship. As the managing member of the law office of Robert M. Meredith Law Firm, Matt focuses on providing comprehensive legal services in estate planning, business law, asset protection, probate, and more. Alongside his role at the law firm, Matt is the founder of Meredith Capital Consulting, where he offers a wide range of financial and retirement planning services, including investment management, risk management, succession planning, collateral lending, and CFO services.

Connect with Matt

On LinkedIn: https://www.linkedin.com/in/matthewrmeredith
Website: rmeredithlaw.com
Email: [e-mail]
Tel: [phone]
Connect with Sherri Lund and learn more about probate real estate, downsizing, and caregiver support on

• LinkedIn: https://www.linkedin.com/in/sherri-lund-willowwoodsolutions/
• Facebook (Share your recommendation!): https://www.facebook.com/WillowWoodSolutions
• Instagram: https://www.instagram.com/willowwoodsolutions/
• YouTube: https://www.youtube.com/channel/UCV2fpT6kTz67ufkmMK5Z7zg/

Disclosure: The information shared on The Probate Podcast is for educational and informational purposes only and does not constitute legal or financial advice. We strongly recommend consulting with a professional for advice specific to your situation. If you need help finding a professional, feel free to reach out to us at www.willowwoodsolutions.com/contact.
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Bölümler

1. Introducing Matt Meredith - Probate Tax Expert (00:00:00)

2. Can My Financial Advisor Also Do My Estate Plan? (00:03:37)

3. Who Can Benefit from Hybrid Estate & Financial Planning? (00:09:30)

4. The Great Wealth Transfer: Strategies and Mindset (00:10:39)

5. How Much Do Wills Usually Cost on Average? (00:14:40)

6. No Contest Clause: Avoiding the Common Grounds for Contesting a Will (00:16:35)

7. Inheriting Community Property: Self-Proving Wills and Affidavit of Heirship in Texas (00:19:39)

8. Have I Done Everything I Need To for My Estate Planning Checklist? (00:24:08)

9. Food For Thought: What Happens If I Were To die Today? (00:25:19)

10. How to Contact Matt Meredith for Help With Your Wealth Transfer Plan (00:30:45)