Estate Planning
Wills
A will is the foundation of most estate plans. It allows you to decide who inherits your property, who will administer your estate, and who will care for your minor children if something happens to you.
For many South Carolina families, a carefully drafted will—combined with powers of attorney and healthcare directives—is all the planning they need.
Revocable Living Trusts
A revocable living trust can help your loved ones avoid probate, simplify the administration of your estate, and maintain greater privacy after your death. During your lifetime, you remain in complete control of the trust and can change or revoke it whenever you choose.
Not everyone needs a trust. During your consultation, I’ll explain when a trust makes sense—and when a will is the better option.
Financial Power of Attorney
A Financial Power of Attorney allows someone you trust to handle your financial affairs if you become unable to do so yourself.
Without this document, your family may have to seek a court-appointed conservatorship simply to manage everyday financial matters. Every estate plan I prepare includes careful planning for incapacity—not just what happens after death.
Healthcare Directives
Healthcare planning is just as important as financial planning. A Healthcare Power of Attorney allows someone you trust to make medical decisions on your behalf if you’re unable to communicate.
A Living Will provides guidance regarding end-of-life care, giving your loved ones clarity during some of the life’s most difficult moments.
Planning for Families
If you have minor children, estate planning involves far more than deciding who receives your assets. You should also name guardians and consider how and when your children will receive any inheritance.
My Family Protection Plan is designed specifically for parents who want to protect their children both financially and personally.
Probate Planning
Many people want to avoid probate because it can add time, expense, and complexity to settling an estate. While probate is appropriate in many situations, some families benefit from planning that minimizes or avoids the process.
Whether a will or a trust is the better approach depends on your family’s goals, assets, and circumstances. I’ll help you understand the options before making a recommendation.
Choosing the Right Estate Plan
Every family is different. Some people need only a straightforward will. Others benefit from a revocable living trust. My job isn’t to sell you the most expensive plan—it’s to recommend the one that’s right for your family.
During your free consultation, I’ll learn about your family, your assets, and your goals. I’ll answer your questions, explain your options in plain English, and provide a flat fee before any work begins.
Ready to Protect Your Family?
Whether you need a simple will or you’re considering a revocable living trust, the first step is a free consultation.
I’ll answer your questions, explain your options, and recommend the right plan for your family.