Understanding Estate Planning, Probate, Trusts, and Asset Protection
Matt Meredith, Esq., CFP®, is the founder of Meridian Legal Advisors, a law firm focused on estate planning, tax planning, and asset protection. He is both an attorney and a Certified Financial Planner™ practitioner with over 20 years of experience in the financial services industry. His work involves the intersection of legal, tax, and financial planning considerations.
The conversation covers common considerations individuals and business owners may encounter when evaluating wills, beneficiary designations, powers of attorney, and entity structures. It also provides a high-level overview of how probate works, situations where estate planning approaches may differ based on complexity, and how legal and financial factors can intersect in planning decisions.
Additional topics include general considerations around family dynamics, business continuity, and the role of professional services in more complex planning scenarios. The discussion also touches on broader trends in financial services and the evolving use of technology.
—Matt's Links:
https://www.facebook.com/profile.php?id=61583333491188 [https://www.facebook.com/profile.php?id=61583333491188 ]https://www.linkedin.com/company/meridian-legal-advisors/ [https://www.linkedin.com/company/meridian-legal-advisors/]🔹 Learn How Josh Could Help You: https://369financial.com [https://369financial.com] 🔹 Book a strategy session: https://369financial.com/consultation/ [https://369financial.com/consultation/]— **Disclaimer:** 369 Financial is a registered investment adviser. This content is for informational and educational purposes only and does not constitute personalized investment advice or a recommendation. All opinions expressed are solely those of the presenter and do not reflect the views of any affiliated institutions. Past performance is not indicative of future results. Please consult a qualified financial professional before making any investment decisions.As a fiduciary, I’m required to act in the best interest of my clients — a standard that does not apply to all financial content creators.
Important Disclosures: This content is provided for informational and educational purposes only and should not be construed as legal, tax, investment, or financial advice. This content is not intended as a recommendation, offer, or solicitation to buy or sell any securities or to adopt any specific strategy.Listening to this podcast does not create an attorney-client, advisory, or fiduciary relationship. Any guest appearances are for informational purposes only and do not constitute endorsements or recommendations.Viewers and listeners should consult their own qualified legal, tax, and financial professionals before making any decisions.
