Law 101 · Education
Estate Planning for Families and Business Owners with Matt Meredith | Law 101
· 28 min 16 sec · Hosted by Daniel Lucas
Episode description and notes
In this episode of Law 101, Daniel Lucas welcomes Matt Meredith, an attorney, certified financial planner, and founder of Meridian Legal Advisors in Texas. Matt explains how estate planning, tax planning, and financial planning work together to help families and business owners protect what they have built. They discuss why coordinating these decisions matters and how having trusted advisors work together can make planning easier to manage. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.
Transcript and source
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