MEREDITH PC

MEREDITH PC Jason D. Meredithโ€™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 clientsโ€™ 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.

๐‡๐จ๐ฐ ๐ญ๐จ ๐Ž๐ฐ๐ง ๐˜๐จ๐ฎ๐ซ ๐‘๐ž๐š๐ฅ ๐„๐ฌ๐ญ๐š๐ญ๐žYour real estate encompasses not only your primary residence but also any vacation homes, ren...
03/15/2026

๐‡๐จ๐ฐ ๐ญ๐จ ๐Ž๐ฐ๐ง ๐˜๐จ๐ฎ๐ซ ๐‘๐ž๐š๐ฅ ๐„๐ฌ๐ญ๐š๐ญ๐ž

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/

๐–๐ก๐ฒ ๐“๐ข๐ญ๐ฅ๐ž ๐Œ๐š๐ญ๐ญ๐ž๐ซ๐ฌReal estate can be owned in several different ways. The form of ownership, or how your property is titl...
03/15/2026

๐–๐ก๐ฒ ๐“๐ข๐ญ๐ฅ๐ž ๐Œ๐š๐ญ๐ญ๐ž๐ซ๐ฌ

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/

๐‚๐š๐ฎ๐ญ๐ข๐จ๐ง: ๐–๐ซ๐ข๐ญ๐ข๐ง๐  ๐˜๐จ๐ฎ๐ซ ๐Ž๐ฐ๐ง ๐ƒ๐ž๐ž๐ ๐ญ๐จ ๐€๐ฏ๐จ๐ข๐ ๐๐ซ๐จ๐›๐š๐ญ๐ž ๐‚๐š๐ง ๐‹๐ž๐š๐ ๐ญ๐จ ๐‚๐จ๐ฌ๐ญ๐ฅ๐ฒ ๐”๐ง๐ข๐ง๐ญ๐ž๐ง๐๐ž๐ ๐‚๐จ๐ง๐ฌ๐ž๐ช๐ฎ๐ž๐ง๐œ๐ž๐ฌOne goal of estate planning is...
02/23/2026

๐‚๐š๐ฎ๐ญ๐ข๐จ๐ง: ๐–๐ซ๐ข๐ญ๐ข๐ง๐  ๐˜๐จ๐ฎ๐ซ ๐Ž๐ฐ๐ง ๐ƒ๐ž๐ž๐ ๐ญ๐จ ๐€๐ฏ๐จ๐ข๐ ๐๐ซ๐จ๐›๐š๐ญ๐ž ๐‚๐š๐ง ๐‹๐ž๐š๐ ๐ญ๐จ ๐‚๐จ๐ฌ๐ญ๐ฅ๐ฒ ๐”๐ง๐ข๐ง๐ญ๐ž๐ง๐๐ž๐ ๐‚๐จ๐ง๐ฌ๐ž๐ช๐ฎ๐ž๐ง๐œ๐ž๐ฌ

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 propertyโ€™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 elseโ€™s creditors.

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

๐“๐š๐ฅ๐ค๐ข๐ง๐  ๐ญ๐จ ๐€๐ ๐ข๐ง๐  ๐๐š๐ซ๐ž๐ง๐ญ๐ฌ ๐€๐›๐จ๐ฎ๐ญ ๐„๐ฌ๐ญ๐š๐ญ๐ž ๐๐ฅ๐š๐ง๐ง๐ข๐ง๐ Beyond the practical purpose of transferring assets and reducing taxes, an...
02/23/2026

๐“๐š๐ฅ๐ค๐ข๐ง๐  ๐ญ๐จ ๐€๐ ๐ข๐ง๐  ๐๐š๐ซ๐ž๐ง๐ญ๐ฌ ๐€๐›๐จ๐ฎ๐ญ ๐„๐ฌ๐ญ๐š๐ญ๐ž ๐๐ฅ๐š๐ง๐ง๐ข๐ง๐ 

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/

๐‹๐จ๐ฏ๐ž, ๐‹๐จ๐ฌ๐ฌ, ๐š๐ง๐ ๐‹๐ž๐ ๐š๐œ๐ฒ:๐‡๐š๐ง๐๐ฅ๐ข๐ง๐  ๐’๐ž๐ง๐ญ๐ข๐ฆ๐ž๐ง๐ญ๐š๐ฅ ๐๐ž๐ฅ๐จ๐ง๐ ๐ข๐ง๐ ๐ฌ ๐€๐Ÿ๐ญ๐ž๐ซ ๐ญ๐ก๐ž ๐ƒ๐ž๐š๐ญ๐ก ๐จ๐Ÿ ๐š ๐‹๐จ๐ฏ๐ž๐ ๐Ž๐ง๐žPersonal items accumulated over our...
02/15/2026

๐‹๐จ๐ฏ๐ž, ๐‹๐จ๐ฌ๐ฌ, ๐š๐ง๐ ๐‹๐ž๐ ๐š๐œ๐ฒ:๐‡๐š๐ง๐๐ฅ๐ข๐ง๐  ๐’๐ž๐ง๐ญ๐ข๐ฆ๐ž๐ง๐ญ๐š๐ฅ ๐๐ž๐ฅ๐จ๐ง๐ ๐ข๐ง๐ ๐ฌ ๐€๐Ÿ๐ญ๐ž๐ซ ๐ญ๐ก๐ž ๐ƒ๐ž๐š๐ญ๐ก ๐จ๐Ÿ ๐š ๐‹๐จ๐ฏ๐ž๐ ๐Ž๐ง๐ž

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/

๐„๐ฌ๐ญ๐š๐ญ๐ž ๐๐ฅ๐š๐ง๐ง๐ข๐ง๐  ๐š๐ฌ ๐š ๐‹๐จ๐ฏ๐ž ๐‹๐š๐ง๐ ๐ฎ๐š๐ ๐ž: ๐๐ซ๐จ๐ญ๐ž๐œ๐ญ๐ข๐ง๐  ๐“๐ก๐จ๐ฌ๐ž ๐–๐ก๐จ ๐ƒ๐ž๐ฉ๐ž๐ง๐ ๐จ๐ง ๐˜๐จ๐ฎWe all have different ways of giving and receiving...
02/15/2026

๐„๐ฌ๐ญ๐š๐ญ๐ž ๐๐ฅ๐š๐ง๐ง๐ข๐ง๐  ๐š๐ฌ ๐š ๐‹๐จ๐ฏ๐ž ๐‹๐š๐ง๐ ๐ฎ๐š๐ ๐ž: ๐๐ซ๐จ๐ญ๐ž๐œ๐ญ๐ข๐ง๐  ๐“๐ก๐จ๐ฌ๐ž ๐–๐ก๐จ ๐ƒ๐ž๐ฉ๐ž๐ง๐ ๐จ๐ง ๐˜๐จ๐ฎ

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 elseโ€™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/

๐„๐ฌ๐ญ๐š๐ญ๐ž ๐๐ฅ๐š๐ง๐ง๐ข๐ง๐  ๐“๐ข๐ฉ๐ฌ ๐Ÿ๐จ๐ซ ๐’๐จ๐ฆ๐ž๐จ๐ง๐ž ๐…๐š๐œ๐ข๐ง๐  ๐Œ๐š๐ฃ๐จ๐ซ ๐’๐ฎ๐ซ๐ ๐ž๐ซ๐ฒReceiving news that you need major surgery is never easy. Preparing...
02/12/2026

๐„๐ฌ๐ญ๐š๐ญ๐ž ๐๐ฅ๐š๐ง๐ง๐ข๐ง๐  ๐“๐ข๐ฉ๐ฌ ๐Ÿ๐จ๐ซ ๐’๐จ๐ฆ๐ž๐จ๐ง๐ž ๐…๐š๐œ๐ข๐ง๐  ๐Œ๐š๐ฃ๐จ๐ซ ๐’๐ฎ๐ซ๐ ๐ž๐ซ๐ฒ

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/

๐–๐ก๐š๐ญ ๐ญ๐จ ๐ƒ๐จ ๐–๐ก๐ž๐ง ๐˜๐จ๐ฎ๐ซ ๐ƒ๐จ๐œ๐ญ๐จ๐ซ ๐“๐ž๐ฅ๐ฅ๐ฌ ๐˜๐จ๐ฎ ๐ญ๐จ ๐†๐ž๐ญ ๐˜๐จ๐ฎ๐ซ ๐€๐Ÿ๐Ÿ๐š๐ข๐ซ๐ฌ ๐ข๐ง ๐Ž๐ซ๐๐ž๐ซFive words no one ever wants to hear from their doctor...
02/12/2026

๐–๐ก๐š๐ญ ๐ญ๐จ ๐ƒ๐จ ๐–๐ก๐ž๐ง ๐˜๐จ๐ฎ๐ซ ๐ƒ๐จ๐œ๐ญ๐จ๐ซ ๐“๐ž๐ฅ๐ฅ๐ฌ ๐˜๐จ๐ฎ ๐ญ๐จ ๐†๐ž๐ญ ๐˜๐จ๐ฎ๐ซ ๐€๐Ÿ๐Ÿ๐š๐ข๐ซ๐ฌ ๐ข๐ง ๐Ž๐ซ๐๐ž๐ซ

Five words no one ever wants to hear from their doctor are โ€œGet your affairs in order.โ€ 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/

๐–๐ก๐ฒ ๐‘๐ž๐œ๐ž๐ข๐ฏ๐ข๐ง๐  ๐š๐ง ๐ˆ๐ง๐ก๐ž๐ซ๐ข๐ญ๐š๐ง๐œ๐ž ๐‚๐ก๐š๐ง๐ ๐ž๐ฌ ๐˜๐จ๐ฎ๐ซ ๐„๐ฌ๐ญ๐š๐ญ๐ž ๐๐ฅ๐š๐งReceiving an inheritance can be a meaningful and transformative exp...
01/25/2026

๐–๐ก๐ฒ ๐‘๐ž๐œ๐ž๐ข๐ฏ๐ข๐ง๐  ๐š๐ง ๐ˆ๐ง๐ก๐ž๐ซ๐ข๐ญ๐š๐ง๐œ๐ž ๐‚๐ก๐š๐ง๐ ๐ž๐ฌ ๐˜๐จ๐ฎ๐ซ ๐„๐ฌ๐ญ๐š๐ญ๐ž ๐๐ฅ๐š๐ง

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 receivedโ€”or expect to receiveโ€”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/

๐–๐ก๐š๐ญ ๐ˆ๐ฌ ๐š๐ง ๐ˆ๐ง๐ก๐ž๐ซ๐ข๐ญ๐จ๐ซโ€™๐ฌ ๐“๐ซ๐ฎ๐ฌ๐ญ?If you are expecting an inheritance, an estate planning tool known as a trust may prove use...
01/23/2026

๐–๐ก๐š๐ญ ๐ˆ๐ฌ ๐š๐ง ๐ˆ๐ง๐ก๐ž๐ซ๐ข๐ญ๐จ๐ซโ€™๐ฌ ๐“๐ซ๐ฎ๐ฌ๐ญ?

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 inheritorโ€™s trust is specially designed to help protect an inheritance.

๐—ฃ๐˜‚๐—ฟ๐—ฝ๐—ผ๐˜€๐—ฒ ๐—ผ๐—ณ ๐—ฎ๐—ป ๐—œ๐—ป๐—ต๐—ฒ๐—ฟ๐—ถ๐˜๐—ผ๐—ฟโ€™๐˜€ ๐—ง๐—ฟ๐˜‚๐˜€๐˜

A future beneficiary establishes an inheritorโ€™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 beneficiaryโ€™s personal financial risks (such as claims from creditors, lawsuits, or a spouse in a divorce settlement).

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

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