The Power of Beneficiary Designations: What Every Client Should Know
One of the most overlooked tools in your estate plan are beneficiary designations. Here’s what you need to know about them.
Estates, Trusts and Administration
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.
In North Carolina, if you pass away without a will, the state—not you or your loved ones —will determine how your assets are distributed.
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.