Why Your Estate and Tax Plans Need to Work Together | Matt Meredith
Most of us spend years chasing financial independence, learning from our mistakes, building financial literacy along the way. But almost none of us spend time on how that wealth actually gets protected, until a bad estate plan, a tax surprise, or three advisors who never talk to each other quietly undoes years of work.
Sana talks with Matt Meredith, founder of Meridian Legal Advisors, about the side of financial independence that rarely gets the spotlight. From sitting quietly in probate court as a new attorney to building a firm that puts legal, tax, and financial planning under one roof…
The skinny
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