A single board complaint can feel small on paper and still wreck your finances in the real world. We sit down with attorney and wealth strategist Matthew Meredith of Meridian Legal Advisors to map the hidden pathways risk takes: how judgments latch onto real estate, how wages and brokerage accounts get targeted, and how public records can block refinancing or delay your credentialing long after the case seems resolved.
Matt breaks down a clear, proactive playbook that separates what you own from what you do. We get specific about designing operating and holding companies, putting real estate in its own LLCs, and routing cash flow so a creditor can’t reach your paycheck in one step. We talk through the limits of insurance, the danger of commingling, and why governance, current operating agreements, clean banking resolutions, filed franchise taxes, makes or breaks the corporate veil when discovery starts. You’ll hear how coordination between legal, tax, and investment advisors closes gaps and prevents the costly whiplash of conflicting advice.
If you’ve ever thought “I have an LLC and an umbrella, I’m fine,” this conversation will change your checklist. You’ll leave with red flags to watch for, no‑go actions once a claim arises, and a maintenance rhythm that keeps protection real, not theoretical. Asset protection is legal when it’s proactive and transparent… and it’s for anyone with something to lose, not just the ultra‑wealthy.
If this helped you see your risk more clearly, follow the show, share it with a colleague, and leave a quick review so more professionals can safeguard their license and livelihood.

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Matt Meredith, Esq., CFP®, is the founder of Meridian Legal Advisors, a next-generation law firm focused on estate planning, tax strategy, and asset protection. With more than 20 years of experience in the financial services industry, he blends legal, tax, and investment expertise to create customized plans that work in practice, not just on paper.

Before founding Meridian, Matt led his own practice, guiding clients through estate planning, probate, and trust administration. He previously held leadership roles at J.P. Morgan Securities and Capital One Investing, and today also manages client investments through LPL Financial.

Through Meridian, Matt delivers a one-stop shop by uniting legal, tax, and financial disciplines under one roof. He helps families, entrepreneurs, and professionals protect assets, reduce taxes, and preserve wealth for future generations.

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Learn more about Matt and Meridian Legal Advisors! –

https://meridianlg.com/services/

https://meridianlg.com/about/

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