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...
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...
Estate Planning Deficiencies Checklist
A Check-Up of Your Incapacity & End-of-Life Plans If you do not have a valid Will or Trust, then South Carolina law will determine how...
"Insurance" for your Beneficiaries' Inheritance
If you break it down, a lawsuit is filed every 2 seconds and the divorce rate has been as high as 50% within the last 10 years. People...
Will your Estate Plan Actually Work?
Some people really only need a simple Will. For others though, the need for a Trust of some kind is essential to their estate plan, for...
