Blogs
When Is It the Time for Estate Planning
An estate refers to everything someone owns, whether a house, car, real estate, checking and saving accounts, life insurance, investments and personal possessions. No matter how large or modest the estate, all owners have one thing in common – assets cannot be taken with them when they pass away. At this time, control of those…
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 that the process brings. What…
Why Is Estate Planning So Important?
Estate planning is a process involving the set up of a plan which establishes who eventually receives your assets. It is essential to wealth management and preservation, however, a majority of people do not plan for it. Sometimes people fail to plan because they have the misconception that estate planning is only for those with…
Does Your Estate Plan Need a Will or a Trust Or Both?
Estate planning allows people to prepare in advance and ensure their wishes are carried out after passing in the easiest and most tax-efficient way possible. There are many estate planning options available, and deciding which one to include in the plan can be overwhelming, especially to those new to the whole process. However, no matter…
When Should I Update My Estate Plan?
You spend most of your life building your estate and passing on your legacy to the people who matter the most to you. So naturally, you would want to have control over your assets even after you pass on and distribute your wealth to the individuals and organizations of your liking. The best and easiest…
Tips for Planning Charitable Giving
Giving is a great way to create a positive impact and contribute to the causes you care about the most. However, it can be challenging to navigate the philanthropy world for those still new to it. With so many organizations, it isn’t easy to know where to start. To give you a starting point, advanced…
Rights of Survivorship in South Carolina
Property ownership is assigned to individuals with property titles, with their names and signatures on the legal documents. If two or more people pool resources to acquire a property, they can become its legal joint owners. How you hold title to a property with another individual can have far-reaching effects on your family or…
Why Would You Need a Probate Attorney
While it’s natural to want to handle your legal affairs or those of a deceased loved one personally, navigating the intricacies of probate law can be a monumental challenge that requires the experience and expertise of a skilled professional. This is where the invaluable role of a probate attorney comes into play. Below, we…
Living Trust vs. Will Guide
Estate planning is crucial to one’s financial journey as it ensures the smooth transfer of assets to loved ones and other heirs after an individual’s passing. This process provides a clear path for asset distribution and offers peace of mind to family members during a difficult time of grief and confusion. When creating an…