Parents with Young Kids: The #1 Problem You Overlook
Clients with minor kids typically come to me for one reason: deciding who will care for their children if they pass away; that is, naming...
What Happens to your Facebook Account When You Die?
What happens to your social media and other digital assets when you die? The link below provides some great info on the interaction of...
Estate Planning is NOT just about your Assets!
For some people, getting your Powers of Attorney in place can be MORE important than having a Will .... Click on the link below for more...
California Property in South Carolina (and Taxes)
Actually, it could be property from any of the following 9 states: Arizona, California, Idaho, Louisiana, Nevada, New Mexico, Texas,...
New Year's Resolution !
Great Article - Relevant last year! Relevant this year! 2018 is the year to do it! Click on the link below: https://www.forbes.com/site...
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...
