About this episode

Matt Meredith discusses the importance of estate planning and asset protection for entrepreneurs.

What happens to everything you've built when you're gone, or when something goes wrong? In this episode of Vision Pros Live, Matt Meredith, Esq, CFP, founder of Meridian Legal Advisors and the rare professional who is both a licensed attorney and a Certified Financial Planner, shares how he's solving the biggest blind spot in wealth management: the dangerous gap between your financial advisor, your CPA, and your attorney. A must watch for every entrepreneur who wants to protect their family, their assets, and their legacy. Connect with Matt Meredith: 🌐 Website: https://meridianlg.com 💼 LinkedIn: https://www.linkedin.com/in/matthewrmeredith/ Vision Pros Live Resources: 🔥 Automate leads with AI 24/7: https://ai.firstclassbusiness.io/ 🎙️ Be a guest on VPL: https://visionproslive.com/ Timestamps: 0:00 - Why estate planning matters: a personal story 2:10 - Welcome and sponsor shoutouts 2:40 - Matt's background: from equities trader to CFP to attorney 4:30 - The 2008 crash and the pivot to wealth management advisory 5:50 - The massive gap in the financial industry: silos that don't talk 7:10 - How Meridian Legal Advisors was born: one-stop legal, tax & financial planning 8:45…

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