Discover how integrating estate and financial planning while you're alive can streamline the transfer of your wealth, protect your assets, and provide ease and confidence to your loved ones. Gain valuable insights into proactive strategies that will secure your financial legacy and prioritize the well-being of future generations.
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. Gain valuable knowledge about self-proving wills, affidavits of heirship in Texas, and the significance of understanding what would happen if you were to die today without any plan for what you leave behind. Don't miss this episode if you're seeking to secure your financial future and bridge the gap between the legal and financial aspects of your life plan.
Welcome to The Probate Podcast, your trusted compass for probate, estate planning, and senior transition real estate. Hosted by Sherri Lund, your go-to probate resource in Houston, Texas, and beyond, these episodes break down complex processes into approachable conversations.
ABOUT SHERRI: Sherri Lund is your trusted probate resource in Houston, Texas. With a passion for assisting individuals and families through probate, estate planning, and senior transition real estate, Sherri offers valuable guidance and support. As the founder of Willow Wood Solutions, Inc., she has curated a comprehensive resource hub to simplify decision-making. With warmth, empathy, and professional expertise, Sherri is here to provide the probate help you need in Houston and beyond.
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. With his dual expertise in law and finance, Matt assists clients in developing effective estate plans that encompass the transfer of business assets, ensuring the smooth transition and preservation of their businesses for future generations. Matt is committed to delivering tailored solutions that meet your unique needs, whether you require legal counsel, financial guidance, or a holistic approach to your estate and business matters.
EPISODE TIMESTAMPS: 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? 30:45 How to Contact Matt Meredith for Help With Your Wealth Transfer Plan
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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.
