Author: Stewart Law, P.A.

One of the most overlooked tools in your estate plan are beneficiary designations. Here’s what you need to know about them.

A customized estate plan provides you with peace of mind, knowing your legacy will be preserved and your beneficiaries will be cared for.

Estate planning is a critical element in this process, providing the tools and strategies necessary to protect your assets, ensure your wishes are carried out, and reduce the burden on your family.

With the upcoming election, it’s important to proactively plan for potential shifts in tax laws and regulations that may impact your estate plan.

Kiawah Island, South Carolina hosts an important Estate Planning continuing education conference in July of each year.

Understanding the step-up in basis can help you make strategic decisions about which assets to retain in your estate.

One of the most common mistakes that we see is making children co-owners on accounts to easily allow children access to funds to care for parents.

Estate planning ensures your wealth takes care of you and the ones you care about.

Estate planning isn’t just about numbers and assets; it’s about the legacy you leave behind for your loved ones.

Now that you have said your vows and “I do”, it’s time to dive in and plan your future together. Unlike planning a wedding, putting an Estate Plan into place is a piece of cake when you work with Stewart Law.

Preparing an estate plan is a process that most often affects many people beyond the person or couple creating the plan.

2 years. 24 months. That is the runway we have under current law before the Estate Tax Exemption will drop per person inflation-adjusted.

Stewart Law, P.A. is pleased to announce that our firm has been included in the 2024 edition of The Best Law Firms in America®.

The rollout of a statewide electronic court filing system called Odyssey Integrated Case Management System is officially underway.

As we approach the fourth quarter of 2023, clients will start receiving end-of-year checklists from their financial advisors, CPAs, and attorneys.

Real Estate transfer scams are on the rise. If you’re transferring real property within your estate, here’s a few things to look out for.

Two of our attorneys attended the 44th Annual Estate Planning and Fiduciary Law meeting at Kiawah Island, South Carolina. Read about our 3 takeaways to consider in your own estate planning.