Blogs

Intestacy: Dying Without a Will

Despite the COVID-19 pandemic and lowered life expectancy rates, two out of three adults still don’t have a will or any type of estate plan. Did you know that if you pass away without a will in South Carolina, the state will decide who is legally entitled to inherit your estate? And if you have no plan with no heirs, the State of South Carolina will inherit your entire estate…

Estate Planning When You Live in Multiple Places

According to a recent study by United Van Lines, millions of Americans packed up and moved in 2020, with South Carolina seeing the second highest percentage of inbound migration in the country at 64%. The Palmetto state came in second only to Idaho, with 70% inbound migration, even with a pandemic…

Biden Tax Changes

A new year and a new President could mean potential shifts in estate taxes and tax exemptions. President Biden’s proposed plan could modify tax codes to almost anyone who has something of value to leave to heirs. What does the new Biden tax plan mean for you and your heirs? These proposals could:…

Pandemic Planning

Over the past year, some Americans have been using their quarantine time to master baking, learn new trades, or binge-watching popular shows like, The Crown. But a large part of the population is barely staying afloat amongst caring for aging parents, online schooling, and surviving day-to day. In…

Estate Planning After Divorce & Remarriage

A recent study by TD Wealth found that a trend known as “gray divorce,” the increasing rate of those over 50 years old divorcing, is impacting estate planning, coupled with prolonged life expectancy and rising healthcare costs “In addition to prolonged life expectancy and…

2021 Estate Resolutions List

2020 was a year unlike any other. Our collective consciousness changed. Our needs changed and our awareness changed. We began to understand the finite timeline of life and the importance of protecting one another. As we enter 2021, think about your New Year’s resolutions a bit different this time…

Funeral Planning

Advanced funeral planning may seem premature or morbid, but it can also be a cathartic experience and a gift to your heirs and family members. You may not realize all of the anguish that can happen after death, as loved ones worry about honoring someone’s wishes correctly. Wouldn’t it be a…

End of 2020 Checklist

Since things have been in a constant state of flux this year, we haven’t always had the time to take inventory of the changes and how they impacted us. Especially how they may have impacted our estate plan. As we look forward to 2021, there is still an opportunity at the end of 2020…

Thanksgiving Conversation Starters

The holidays will not look the same this year for many families. While we are all hoping to gather together, our plans may have to change or look very different. But as plans change, so should our conversations about life’s unexpected turns. Family gatherings, whether in person or…