We've Moved . . . Right next door !
We bought the house next door, tore it down and built an office building. We are pleased to announce that on November 11, 2019, we opened...
Don’t Put Off ‘Til Tomorrow What You Can Do Today
Why It’s Time to Talk with Your Family & Your Estate Planning Attorney There’s no perfect time to broach the subject of estate planning...
Planning for the Financial Future of a Troubled Adult Child
Are you concerned about any of your adult children? Estate planning can pose extra challenges for families with adult children struggling...
Business Owners: Don't Let It Happen to You ...
Great article on why business owners need to have this very important document in place! https://www.forbes.com/sites/robertwood/2011/02/...
Probate Avoidance Gymnastics
I invite you to experience a common conversation I have with clients regarding their estate planning: Client: For “x” reason I want to...
Retirement Plans - Did you Know...?
Final Thoughts on Retirement Plans for Estate Planning This is the last part in this series on the interaction of retirement plans and...
Can Creditors Reach Retirement Plans in South Carolina?
Asset Protection for Retirement Plans in South Carolina …. Everything you need to know in only 1 page ! Unlike most other assets,...
Don't Disqualify your Special Needs Child with a Retirement Plan !
Retaining Governmental Benefits and Getting the Stretch In Part 1, I discussed the staggering monetary potential a beneficiary of certain...
Qualifying a Trust as a Beneficiary of a Retirement Plan
In Part 1, I discussed the staggering monetary potential a beneficiary of certain inherited retirement plans is capable of achieving if...
Attention ! ! ! Parents, Grandparents and Great-grandparents with Retirement Plans
Why Name a Trust as the Beneficiary of a Retirement Plan One of the most powerful tools provided to a beneficiary is the ability to...
