THE BLOG: ESTATE PLANNING INSIGHTS, WRITTEN FOR REAL LIFE
Legal Guidance That Makes Sense
Estate planning can feel complex. These articles break it down with clear, thoughtful guidance to help you take the next step with confidence.
Should your Child’s Guardian and Trustee Be the Same Person? Maybe or Maybe Not!
When it comes to estate planning, who will ultimately be in charge of your minor child is an important decision that requires consideration of many factors.
The College Send-Off Checklist Parents Forget: Legal Documents
In heading off to college, the last thing you may be thinking about is estate planning for your child.
Parents: Do NOT Name Your Minor Kids as Beneficiaries on Your Life Insurance!
Many parents turn to life insurance to take care of their family in the event of death.
Surprise… You Cannot Easily Disinherit Your Spouse in South Carolina
In South Carolina, it is very easy to disinherit your brothers and sisters or even your very own children and grandchildren in your Will or Trust.
New South Carolina Law Allows You Name a Beneficiary for Your Vehicle
A new South Carolina law allows you to name a Transfer on Death (TOD) beneficiary for your vehicles.
Should Your Primary Residence Be Jointly Owned? Tax Implications . . .
When planning your estate in SC, it’s important to understand how capital gains, basis step-up, and asset titling impact tax liability—particularly for married couples.
Are You Sure You’re Receiving the Homestead Exemption?
Many South Carolina homeowners are unknowingly leaving valuable property tax savings on the table.
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Make Estate Planning your New Year's Resolution!
Estate Planning… Have you done yours? Does it need an update?
A POD or TOD Account May NOT be Right for You
As estate planning attorneys in Greenville, SC, a common question we receive is, “Why not just use Payable on Death (POD) or Transfer on Death (TOD) designations to pass on my assets and avoid probate?”
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Have questions about your situation?
Every family is different. If something here sparks a new question or you are unsure what applies to you, we are happy to talk it through.
