Blogs
Legacy Planning
You’ve worked hard to build what you have. So, it’s only natural that you want to establish and nurture a legacy that will last for years or even decades after you are gone. You are also more than just your name or your estate. You are a caring and giving person, who also has a legacy to be shared…
DIY Wills and Trust – Why They Don’t Work
DIY Wills and Trusts seem practical and easier, but wind up being quite costly and dangerous. The sense of control you may get from creating your own Will can also be found creating one safely with an estate planning lawyer. And it may even cost you less money. The appreciation…
Emergency Estate Planning: Hurricane “Go Kit”
With Hurricane season officially underway and at least nine named storms already, 2020 is shaping up to be very active. According to Colorado State University researchers Philip Klotzbach, Michael M. Bell, and Jhordanne Jones, “Coastal residents are reminded that it only takes one hurricane making…
Estate Planning 101
Have you ever wondered just what Estate Planning really is? The term “estate” can be deceiving. It doesn’t necessarily mean a large sprawling homestead. In fact, in the eyes of the law, an “estate” is simply all the property you own, both outright and jointly—including bank accounts, real estate,..
Estate Planning Attorney in Charleston SC
Welcome to the Lowcountry! If you are one of the thousands of folks who moved to Charleston this year, welcome! Charleston is now growing at 3X the rate of the US population. With 38 new residents moving here a day, Charleston is the 74th most popular city in the nation. To round things out, Mount…
Difference Between a Will and Trust
Many have wondered “What is a Trust? Can I afford one?” Or you might have even said to yourself, “Do I even need a Will?” The answer is yes. At a minimum, every adult should have a Will and durable Healthcare Power of Attorney. Controlling your healthcare treatment and the distribution of your…
5 Things To Know About the SECURE Act
You may have received a memo from us regarding the SECURE Act over the past several weeks. In case you missed it, we wanted to give you a quick breakdown of what the SECURE Act is and why you should be paying attention. On January 1, 2020 The SECURE Act went into…
Your Wedding Checklist
It’s wedding planning season and that means it is time to also plan your future family’s estate. Just as important as a seating chart, pairing your assets together in a safe place can ensure peace of mind. As you join together, it’s important to think about protecting your financial future…
Children & Inheritance
Inheritance is a topic that can be tricky for most to discuss. Many of us have been put in a situation where a family member bequeathed us something financially or physically after their passing. Or perhaps YOU are the parent contemplating about how to pass your wealth…