How To Title Assets Correctly To Align With Your Estate Plan
- David Greene
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One of the most overlooked aspects of estate planning is how assets are titled. Even with a well-drafted will or trust, incorrectly titled assets can undermine your intentions and create unnecessary complications for your loved ones. This article explains… Why…
Should You File An Amended Return Before The IRS Contacts You?
- David Greene
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Errors on a filed tax return create legal exposure that should be addressed promptly and deliberately. Filing an amended tax return before an IRS audit allows taxpayers to correct mistakes, demonstrate good-faith compliance, and reduce the risk of penalties or…
What To Do When A Named Beneficiary Passes Away Before You Do
- David Greene
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Planning for the unexpected is one of the most important aspects of creating a solid estate plan. One common concern people have is what happens if a beneficiary named in their will or trust dies before they do. This article…
How To Protect Holiday Inheritance From Creditors, Divorce, Or Financial Mismanagement
- David Greene
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In this article, you will discover: Whether creditors can take your children’s inheritance How you can protect your child’s inheritance from future ex-spouses What a spendthrift clause does and whether your trust should include one Can Creditors Take An Inheritance…
How to Prepare Financially If You’re Suddenly Appointed As A Guardian In South Carolina
- David Greene
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In this article, you can discover… The financial responsibilities of a legal guardian in South Carolina. How to keep records of expenses and income related to guardianship. How an attorney can help you prepare for guardianship legally and financially. What…
How To Legally Give A Gift To A Caregiver Without Triggering Tax Issues
- David Greene
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In this article, you will discover: The annual gift tax exclusion amount for 2025. How gifts to caregivers differ from gifts to family members. Whether it’s safer to gift from a trust rather than personal funds. What’s The Annual Gift…
Why Durable Power Of Attorney Is Crucial Before Holiday Travel
- David Greene
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In this article, you can discover… What a durable power of attorney is, and why it’s important before you travel. How quickly a power of attorney can be put in place before you leave. The types of authority you can…
What You Should Know About Unfiled Tax Returns Before Year-End
- David Greene
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In this article, you can discover… What to expect if you don’t file taxes before the end of the year. How unfiled returns might impact your taxes and returns in the future. Why it’s important to contact an attorney before…
Using The Fall Season To Prepare For An IRS Audit In The Upcoming Year
- David Greene
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As the year winds down, fall offers the perfect opportunity to take stock of your financial records and get organized for tax season. In this article, we break down… Red flags to address before an IRS audit to reduce your…
Estate Planning Conversations To Have With Aging Parents In South Carolina
- David Greene
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Talking about estate planning with aging parents can be uncomfortable, but it’s one of the most important discussions a family can have. Clear communication and early planning help ensure that your parents’ wishes are respected and that you’re not left…