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Do Accounts With Beneficiaries Go Through Probate?
In most cases, no. Accounts with a properly named, living beneficiary pass directly to that person...
Can You Avoid Probate? A Plain-English Guide for Mount Pleasant Families
Yes, you can avoid probate—at least most of it—and for a lot of Lowcountry families, it's worth...
Divorce Doesn’t Update Your Estate Plan: Here’s What Does
If you are a divorced father, you already know something that most married fathers don't: showing...
He Sold His Company for $1.2 Billion. He Died Without an Estate Plan.
If something happened to you tomorrow, would the people you love know what to do? Would they have...
Tax Season Forced You to Look. Now Ask the One Question That Actually Matters.
Tax season just made you look at your financial life honestly. All of it. Tax season forced it....
One Death, One Courtroom, One Child – and a Lesson Every Parent Needs to Hear
You probably assume that if something happened to you, the other parent would step in and...
Here’s What Can Happen to Blended Families When a Spouse Dies
If you are in a blended family, you may believe the simplest estate plan is the fairest one: "I'll...
Here’s What Could Happen to Your Retirement Accounts After You Die
Retirement accounts like 401(k)s and IRAs often represent the single largest category of wealth...
Creating a Trust in Your Will vs. Creating a Living Trust: Part 2
Last week, we covered how it works when you create a trust through your will. This week, I'll show...
Creating a Trust in Your Will vs. Creating a Living Trust: Part 1
You've probably heard that trusts help families avoid probate court and protect assets for the...
Why Quick and Simple Estate Plan Reviews Don’t Exist
When someone calls an estate planning attorney asking for a "quick look" at their documents, the...
Understanding Inheritance Taxes: What You and Your Beneficiaries Need to Know
When planning for your death, there’s one issue you may not have thought about, but is so...
What Happens to Your Debt When You Die?
It's a question I hear often: if I die with debt, will my family be stuck paying it off? The short...
Where Will You Live and How Will You Get and Pay For Care As You Age? A Legal and Practical Guide
If you're planning for your own future or helping aging parents, understanding options for living...
Why So Much Money Ends Up as Unclaimed Property and What That Means for You
This February 1, states across America observe National Unclaimed Property Day, chosen to remind...
Frozen Accounts, Court Delays, and Grief: What Happens in the Probate Process
Your mom told you not to worry; she had everything handled. You were her power of attorney,...
Accidental Death at 39: Here’s What You Need to Know
Michael Duarte had everything to live for. At 39, the popular food influencer was building his...
Caring for Aging Parents: How to Protect Relationships and Plan Ahead
When adult siblings come together to care for aging parents, something unexpected often happens....
What to Do When You’re Ready to Create Your Estate Plan but Your Spouse Isn’t
When you’re ready to finally put an estate plan in place, it’s natural to feel excited and...
Honoring Your Sacrifice: Estate Planning Essentials for Military Families
Every year in November, the nation pauses to honor the courage and sacrifice of those who’ve...
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