Common Estate Planning Errors That Will Cost Your Family Money
- David Greene
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This article will discuss: How errors in estate plans and beneficiary designation can cost your family money and lead to disputes. How to avoid the unnecessary costs and taxes that accompany estate planning. How often your estate plans should be…
5 Tax Preparation Mistakes That Could Trigger An IRS Audit For South Carolina Residents
- David Greene
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Taxes are notoriously complicated to file, but even just one of these many mistakes can trigger an audit and an avalanche of problems and expenses. This article will help you avoid these five mistakes, including: Why excessive deductions could land…
How To Prepare For Your First Estate Planning Consultation
- David Greene
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This guide covers the following important points: The documents you should bring to your first estate planning consultation. How to prepare an accurate list of assets for estate planning. Some of the questions you should expect to answer during your…
6 Strategies To Lower Your Tax Bill Before Year-End
- David Greene
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In this article, you will discover: The effect of deferring income on your taxes The effect of retirement account contributions on your taxes What kind and size of deductions make it worthwhile to itemize How Can Tax-Loss Harvesting Reduce My…
I Wrote A Will…Now What Do I Do?
- David Greene
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In this article, you will learn: Proper steps for the storage and disclosure of a will. The importance of involving an estate planning attorney in preparing your will. Where Should You Store Your Will? It is your responsibility to keep…
The Probate Process: What Is It And How To Prepare For It?
- David Greene
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This article will cover: The probate process and timeline. Preparing yourself and your family for the process. Avoiding or getting assistance with probate. What Is Probate And How Does It Work In South Carolina? In South Carolina, probate is required…
Estate Planning Errors That Will Cost Your Family Money – And How To Avoid Them
- David Greene
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In this article, you can discover… The benefits of regularly updating your estate plan. The tax implications to consider when estate planning. How to properly title assets and avoid critical mistakes. How Can Failing To Update An Estate Plan Impact…
Important Things To Know About Estate Planning In South Carolina
- David Greene
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In this article, you can learn about: The steps to take when you’re ready to get started with an estate plan. Common mistakes and misconceptions related to estate planning. When working with an estate planning lawyer can benefit you. What…
Navigating Probate: The Importance Of Notifying Creditors
- David Greene
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In this article, you can discover: The purpose of creditor notification in probate. The role of the personal representative in this process. How debts are managed and settled during probate. What Is The Purpose Of Notifying Creditors During The Probate…
The Purpose Of Wills And Trusts In Estate Planning
- David Greene
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In this article, you can discover… How wills and trusts differ, and how they benefit your family The legal protections your adult child should have in place in South Carolina How an attorney can help you compose and amend a…