Estate Planning 101

Estate Planning Steps

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,..

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Estate Planning Attorney in Charleston SC

moving to south carolina

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…

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Difference Between a Will and Trust

Wills vs. Trusts

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…

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5 Things To Know About the SECURE Act

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…

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Your Wedding Checklist

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…

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