Insights, Advice & a Whole Lot More
Welcome to the official blog of Meridian Financial Partners. We’d love to hear your comments as well as your questions. Oh, and our attorneys want you to read these disclosures.
Most Recent Blog Posts
What Elections Mean for the Markets
Did you hear there was an election coming up? I think I drew the short straw in the rotation of blog writing when I ended up with the investing-in-an-election-year topic. Nonetheless, it is probably the most common question we are getting from clients and prospects right now. Should you make any changes to your
Estate Planning: Understanding Inherited IRAs and the SECURE Act
With October being Estate Planning Month, we wanted to address IRAs (individual retirement accounts). Until the SECURE Act, IRAs were relatively easy to incorporate into an estate plan. As long as beneficiaries are named after the IRA owner dies, the assets are automatically and easily transferred to the account
Estate Planning Essentials: Documents You Shouldn’t Overlook
As we reach the halfway point of National Estate Planning Awareness Month, it’s a great time to revisit the key documents that should be included in any comprehensive estate plan. While trusts are essential (as Nathan discusses in detail here), wills, powers of attorney, and health care directives are equally