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Everything You Need to Know About Estate Planning & Wealth Preservation

Estate planning is integral to wealth management to protect your assets and ensure your family’s financial security. It involves deciding how you want your properties to be managed and distributed in the event of your incapacitation or demise. While many people may think that estate planning and wealth preservation are only for the wealthy, everyone…

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Top 10 Reasons To Get Going on an Estate Plan

Used synonymously with wealth preservation planning, estate planning involves anticipating the future and making arrangements regarding your assets that will take effect upon your passing.  An estate plan typically consists of wills and trusts, powers of attorney, and other estate planning matters that can’t be included in the will. These legal documents are bound to…

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The Importance of a Durable Power of Attorney

A power of attorney (POA) is a legal document that authorizes an individual to perform certain functions on your behalf. For example, a POA can give a friend, family member, or any other trusted advisor, such as your estate probate attorney, the authority to make decisions about your property, wealth, assets or investments.   The…

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Why Is a Power of Attorney Important?

Living in the moment is important, as is preparing for the future and its uncertainties. When the time comes when you are no longer able to handle your legal, medical, and financial matters, it’s best to have a plan in place to secure your affairs. Aging or unforeseen accidents can cause physical or mental incapacity.…

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What Does an Estate Planning Lawyer Really Do?

Create directives for how you want your affairs and assets handled throughout your life and after you pass away. This is essential in preserving your legacy, however, many avoid preparing for unfortunate events like incapacity and death because of the discomfort that often comes with discussing such topics. Moreover, estate planning involves intricacies that discourage…

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Estate Planning for Pets

During the pandemic, Americans adopted more pets than ever, particularly rescue dogs and cats. As many people are now able to work from home, the remote workplace has created the perfect opportunity to train a new pet and create a welcoming environment for their new family members. Pets have…

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Top Questions to Ask a Probate Attorney

Top Questions to Ask a Probate Attorney The passing of a loved one is difficult to process, and the thought of putting their legal and financial affairs in order during this time can make things more overwhelming. However, understanding how probate works and finding a qualified Charleston probate attorney can ease the process and, ultimately,…

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Common Misconceptions About Power of Attorney

A power of attorney is an estate planning document that gives one or more persons of your choice the power to act on your behalf. POAs can be used for various circumstances, and agents can be granted the authority to make financial to medical decisions on behalf of a principal. Having a POA is beneficial…

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Estate Planning Tips for Avoiding Probate

Estate Planning Tips for Avoiding Probate Probate is notorious for being unnecessarily lengthy and complicated. This is why legal and financial experts advise making advanced preparations to avoid it altogether. But what exactly is probate, and why should you avoid it? This blog will answer those questions and provide helpful tips on evading the hassles…

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