Top Planning Mistakes to Avoid

DIY Pitfalls

As the immediate economic impact of the pandemic begins to lift, it is understandable that many consumers, especially millennials, became interested in DIY estate planning during the pandemic to save on costs. Unfortunately, not all that comes cheaper is worth the price you pay—whether now or…

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Estate Planning for Travel

Travel Assurance

Now that domestic travel and some international travel restrictions are lifting, many are wondering how they can protect themselves and their families as much as possible while abroad. As the new Delta variant of the virus begins to spread, while travel begins to increase, estate planning for…

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12 Things Your Real Estate Attorney Wished you Knew

Real Estate Attorney

June 2, 2021 by Lexi Klinkenberg Buying or selling a home can be a long and sometimes difficult process, especially if you have never done it before. From working with an agent to hiring a real estate attorney it’s important you don’t miss any key steps throughout the process. Whether you live in in Phoenix, AZ, Denver, CO,…

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Intestacy: Dying Without a Will

Intestacy

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…

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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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