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…

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Biden Tax Changes

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:…

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Pandemic Planning

pandemic estate 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…

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Estate Planning After Divorce & Remarriage

estate planning after divorce and 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…

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2021 Estate Resolutions List

2021 New Years Estate Planning

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…

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