Yes, you can avoid probate—at least most of it—and for a lot of Lowcountry families, it's worth...
Can You Avoid Probate? A Plain-English Guide for Mount Pleasant Families
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General
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 1
You've probably heard that trusts help families avoid probate court and protect assets for the...
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...
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...
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...
Life, Liberty, and Legacy: How Life & Legacy Planning Promotes Independence
Every Fourth of July, we celebrate more than fireworks and cookouts. We honor the bold vision of...
This Father’s Day Take Your Provision One Step Further
Father's Day arrives each June filled with cookouts, baseball games, and heartfelt cards...
Beyond Remembrance: How Memorial Day Can Inspire Leaving Your Own Legacy
Memorial Day isn’t just about cookouts or pool parties. It’s a day to collectively pause and honor...
Common Estate Planning Questions Part 1 of 2 – On How to Handle Your Assets
When it comes to estate planning, I get many questions about many topics. One of the most common...
Beyond the Turkey: How Thanksgiving Can Inspire Your Family Legacy Planning
As Thanksgiving approaches, many families are busy planning menus, coordinating travel, and...
The Hidden Truth About Settling a Loved One’s Estate
When someone names you as their executor, it might feel like an honor – a sign that they trust you...
Veterans: Your Legacy is Worth Protecting
As we approach Veterans Day, we pause to honor the brave men and women who have served our nation...
Shelley Duvall and What We Can All Learn From Her Death
Shelley Duvall, best known for her role as Wendy Torrance in The Shining, passed away recently at...
Common Estate Planning Myths Debunked
October 21-27 is National Estate Planning Awareness Week, which means it's time to shed light on...
A Comprehensive Guide to Disaster Preparedness
In today's world, where natural disasters and unforeseen events can disrupt our lives at a...
Navigating End-of-Life Care: Lessons from a Daughter’s Tragic Experience
In an aging society, you might find yourself facing difficult end-of-life decisions for your loved...
A Power of Attorney May Not Be What You Think
If you've ever considered planning for your future or helped someone plan for theirs, you've...
Preventing Family Feuds Over Your Personal Belongings
The passing of a loved one is a heartbreaking event, filled with grief and sorrow. But the...
Matthew Perry’s Estate Plan Demonstrates the Benefits of Trusts
When Matthew Perry, the beloved star of Friends, passed away last year, the world mourned the loss...