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MEREDITH PC

Jason D. Meredith’s practice focuses on helping individuals and families enhance their lives today At the Law Office of Jason D.

Meredith, P.C., we take a different approach to planning for our clients. Before we make any recommendations, we take the time to understand you, your family, your concerns, your values, and your goals. Where other firms take a transactional approach to estate planning, our method is relationship-based and client-centered. We work collaboratively with our clients’ financial advisors and other trus

ted advisors. Our practice focuses on delivering highly customized estate plans. Through counseling, we save taxes, reduce costs, protect families, and provide highly personalized services. Our clients' expectations are regularly exceeded. Our mission is to help our clients plan for everything they own and everyone they love. Therefore, we serve primarily as counselors and advisors; helping our clients make the best possible decisions for themselves and their families.

03/15/2026

𝐇𝐨𝐰 𝐭𝐨 𝐎𝐰𝐧 𝐘𝐨𝐮𝐫 𝐑𝐞𝐚𝐥 𝐄𝐬𝐭𝐚𝐭𝐞

Your real estate encompasses not only your primary residence but also any vacation homes, rental properties, or even vacant land you may own. The ideal form of ownership varies depending on the type of property and your individual circumstances.

https://meredithpc.com/20260302-2/

03/15/2026

𝐖𝐡𝐲 𝐓𝐢𝐭𝐥𝐞 𝐌𝐚𝐭𝐭𝐞𝐫𝐬

Real estate can be owned in several different ways. The form of ownership, or how your property is titled, can determine how much control you have over it, how vulnerable your property is to creditor claims and lawsuits, and what will happen to it at your death.

https://meredithpc.com/20260301-2/

02/23/2026

𝐂𝐚𝐮𝐭𝐢𝐨𝐧: 𝐖𝐫𝐢𝐭𝐢𝐧𝐠 𝐘𝐨𝐮𝐫 𝐎𝐰𝐧 𝐃𝐞𝐞𝐝 𝐭𝐨 𝐀𝐯𝐨𝐢𝐝 𝐏𝐫𝐨𝐛𝐚𝐭𝐞 𝐂𝐚𝐧 𝐋𝐞𝐚𝐝 𝐭𝐨 𝐂𝐨𝐬𝐭𝐥𝐲 𝐔𝐧𝐢𝐧𝐭𝐞𝐧𝐝𝐞𝐝 𝐂𝐨𝐧𝐬𝐞𝐪𝐮𝐞𝐧𝐜𝐞𝐬

One goal of estate planning is to ensure that your assets, including your home, pass to your chosen beneficiaries quickly and with minimal expense. In real estate, a common strategy to avoid probate (the court process of validating a will and distributing assets) is to add others to the title.

This strategy involves adding the names of your children or other beneficiaries to your property’s deed. Often, the goal of this approach is to take advantage of rights of survivorship: when you pass away, ownership of the property transfers to the surviving co-owner(s) by operation of law via such survivorship rights, thereby bypassing probate.

Many people attempt to execute this strategy themselves, believing that they can simply download a deed form from the internet or get a template from a book, fill it out, and record it with the appropriate authority.

This simple mistake can turn into a costly nightmare. Deeds are complex legal instruments that must comply with state law to be valid. In most states, property will not pass to the other owners listed in a deed without probate unless certain specific legal terms are used in the deed. In addition, many states have different rules and different forms of joint ownership with survivorship rights, so what works in one state may not work in another. Furthermore, adding others to your house title can have unintended consequences, such as tax implications and potentially exposing your home to someone else’s creditors.

https://meredithpc.com/20260206-2/

02/23/2026

𝐓𝐚𝐥𝐤𝐢𝐧𝐠 𝐭𝐨 𝐀𝐠𝐢𝐧𝐠 𝐏𝐚𝐫𝐞𝐧𝐭𝐬 𝐀𝐛𝐨𝐮𝐭 𝐄𝐬𝐭𝐚𝐭𝐞 𝐏𝐥𝐚𝐧𝐧𝐢𝐧𝐠

Beyond the practical purpose of transferring assets and reducing taxes, an estate plan reflects love, responsibility, and values. That emotional heaviness may be part of why many families avoid the subject. Pew Research reports that only about 3 in 10 US adults have created a basic estate plan (a will and a living will or advance directive), and most do not have these documents until their 70s.

Pew also found that, while most parents age 65 and older have talked to their adult children about end-of-life preferences, a large percentage still have not.

https://meredithpc.com/20260205-2/

02/15/2026

𝐋𝐨𝐯𝐞, 𝐋𝐨𝐬𝐬, 𝐚𝐧𝐝 𝐋𝐞𝐠𝐚𝐜𝐲:𝐇𝐚𝐧𝐝𝐥𝐢𝐧𝐠 𝐒𝐞𝐧𝐭𝐢𝐦𝐞𝐧𝐭𝐚𝐥 𝐁𝐞𝐥𝐨𝐧𝐠𝐢𝐧𝐠𝐬 𝐀𝐟𝐭𝐞𝐫 𝐭𝐡𝐞 𝐃𝐞𝐚𝐭𝐡 𝐨𝐟 𝐚 𝐋𝐨𝐯𝐞𝐝 𝐎𝐧𝐞

Personal items accumulated over our lifetimes may be left in estate planning limbo when we pass away. You may have kept many personal effects and everyday items more for sentimental reasons than for financial value, such as your clothing, jewelry, books, quilts, collectibles, and religious items.

Each item we leave behind tells part of the story of who we were and what we valued, a subtle sign of meaning that, after we pass, serves as a powerful reminder of person, place, and purpose.

While your estate plan may describe in detail who will receive big-ticket items, your loved ones may argue over small nostalgic items that you unintentionally omitted. To prevent family strife and forestall bickering among your loved ones, you also need to think in a big-picture way about the little things in your estate.

https://meredithpc.com/20260204-2/

02/15/2026

𝐄𝐬𝐭𝐚𝐭𝐞 𝐏𝐥𝐚𝐧𝐧𝐢𝐧𝐠 𝐚𝐬 𝐚 𝐋𝐨𝐯𝐞 𝐋𝐚𝐧𝐠𝐮𝐚𝐠𝐞: 𝐏𝐫𝐨𝐭𝐞𝐜𝐭𝐢𝐧𝐠 𝐓𝐡𝐨𝐬𝐞 𝐖𝐡𝐨 𝐃𝐞𝐩𝐞𝐧𝐝 𝐨𝐧 𝐘𝐨𝐮

We all have different ways of giving and receiving love, and those preferences can reveal a great deal about us.

You may be the type who expresses love with words, telling people you care about them or crafting carefully worded messages for someone when they need encouragement. Or maybe you prefer physical affection such as hugging and holding hands to show how you feel. Others express love through gifts: flowers, perfectly chosen birthday presents, or a surprise spa day. For many, love dwells in shared moments or in quiet, selfless acts that make someone else’s life easier.

How we express our love for others and how we prefer to have love shown to us is known as our love language, a term popularized in a self-help book from the 1990s. We may speak one love language when we give love and another when we receive it. Depending on our personality, our expressions of love can be far-reaching and obvious or small and subtle.

Estate planning is a love language all of its own that can communicate care not only through gifts of money and property but also through the act of planning for what will eventually happen to us. It is a way of showing love to the people who depend on us by creating clarity and support so that they are not left guessing or scrambling when we are no longer here.

https://meredithpc.com/20260203-2/

02/12/2026

𝐄𝐬𝐭𝐚𝐭𝐞 𝐏𝐥𝐚𝐧𝐧𝐢𝐧𝐠 𝐓𝐢𝐩𝐬 𝐟𝐨𝐫 𝐒𝐨𝐦𝐞𝐨𝐧𝐞 𝐅𝐚𝐜𝐢𝐧𝐠 𝐌𝐚𝐣𝐨𝐫 𝐒𝐮𝐫𝐠𝐞𝐫𝐲

Receiving news that you need major surgery is never easy. Preparing for work absences, planning for childcare and household responsibilities, and understanding the procedure itself and your recovery timeline may be among the things you are worried about. If you have only a short time (weeks or days) to react, focusing on the essentials is key. Reviewing your estate plan is among those crucial to-do items. Make the best use of your time by considering the following urgent steps.

https://meredithpc.com/20260202-2/

02/12/2026

𝐖𝐡𝐚𝐭 𝐭𝐨 𝐃𝐨 𝐖𝐡𝐞𝐧 𝐘𝐨𝐮𝐫 𝐃𝐨𝐜𝐭𝐨𝐫 𝐓𝐞𝐥𝐥𝐬 𝐘𝐨𝐮 𝐭𝐨 𝐆𝐞𝐭 𝐘𝐨𝐮𝐫 𝐀𝐟𝐟𝐚𝐢𝐫𝐬 𝐢𝐧 𝐎𝐫𝐝𝐞𝐫

Five words no one ever wants to hear from their doctor are “Get your affairs in order.” Unfortunately, 76 percent of Americans do not have a will, and it often requires a chronic disease, terminal illness diagnosis, or other life-changing event to prompt people to start the estate planning process. If you are facing a serious medical diagnosis, follow these tips on crucial documents that will enable you to take back control of your future, ensure that your wishes are honored, and prevent difficult decisions about finances, healthcare, and guardianship from falling to your loved ones during a crisis.

https://meredithpc.com/20260201-2/

01/25/2026

𝐖𝐡𝐲 𝐑𝐞𝐜𝐞𝐢𝐯𝐢𝐧𝐠 𝐚𝐧 𝐈𝐧𝐡𝐞𝐫𝐢𝐭𝐚𝐧𝐜𝐞 𝐂𝐡𝐚𝐧𝐠𝐞𝐬 𝐘𝐨𝐮𝐫 𝐄𝐬𝐭𝐚𝐭𝐞 𝐏𝐥𝐚𝐧

Receiving an inheritance can be a meaningful and transformative experience, but it can also create challenges if not handled thoughtfully. Without a clear plan, an inheritor may struggle to manage newly acquired assets, face creditor or tax issues, or lack the financial experience needed to preserve and grow what was left to them. A well-designed estate plan can help anticipate and mitigate these risks by providing structure, guidance, and protection around inherited wealth. If you have received—or expect to receive—an inheritance, it is essential to create a comprehensive estate plan or update your existing plan to reflect your new circumstances and long-term goals.

https://meredithpc.com/20260105-2/

01/23/2026

𝐖𝐡𝐚𝐭 𝐈𝐬 𝐚𝐧 𝐈𝐧𝐡𝐞𝐫𝐢𝐭𝐨𝐫’𝐬 𝐓𝐫𝐮𝐬𝐭?

If you are expecting an inheritance, an estate planning tool known as a trust may prove useful, depending on your circumstances. Among the numerous types of trusts aimed at fulfilling different estate planning purposes, an inheritor’s trust is specially designed to help protect an inheritance.

𝗣𝘂𝗿𝗽𝗼𝘀𝗲 𝗼𝗳 𝗮𝗻 𝗜𝗻𝗵𝗲𝗿𝗶𝘁𝗼𝗿’𝘀 𝗧𝗿𝘂𝘀𝘁

A future beneficiary establishes an inheritor’s trust to receive, protect, and manage the money and property (assets) they expect to inherit, with the primary goal of safeguarding those assets and preserving family wealth. With this type of strategy, instead of the beneficiary receiving an inheritance as an outright gift in their own name, the assets are distributed to the trust. Because the trust, not the beneficiary, becomes the legal owner of the property, those assets are generally better insulated from the beneficiary’s personal financial risks (such as claims from creditors, lawsuits, or a spouse in a divorce settlement).

https://meredithpc.com/20260104-2/

Address

4325 Windsor Centre Trail, Suite 400
Flower Mound, TX
75028

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Monday	9am - 5pm
Tuesday	9am - 5pm
Wednesday	9am - 5pm
Thursday	9am - 5pm
Friday	9am - 3pm

Telephone

+12145131013

Website

http://www.meredithpc.com/

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