Posts Tagged ‘will’

What type of documents should I be considering for my Estate Plan?

  • March 22nd, 2018
  • David Greene
  • Comments Off on What type of documents should I be considering for my Estate Plan?

When people typically think of estate planning, the first thing that comes to mind is how they can control their assets after death. When considering this, most individuals come in to see us wanting to create some type of will…

Is an irrevocable trust better than a revocable trust?

  • February 27th, 2018
  • David Greene
  • Comments Off on Is an irrevocable trust better than a revocable trust?

The answer is that one is better for some and the other is better for some.  It depends on what you want to accomplish with the trust.  Many advantages are common to both, such as: (1) both will avoid probate…

Does the new tax law eliminate inheritance taxes?

  • February 1st, 2018
  • David Greene
  • Comments Off on Does the new tax law eliminate inheritance taxes?

With the new Tax Reform beginning to take effect, there is still a large amount of uncertainty when it comes to what changes are taking place and when they come into effect. When it comes to the Estate and Generation…

Merry Christmas

  • December 20th, 2017
  • David Greene
  • Comments Off on Merry Christmas

As you read this article we are now in the week before Christmas.  As an adult I ask “how did it get here so fast” but as a child I would ask “when will Christmas ever get here?!”  As with…

What are the biggest mistakes made in Estate Planning?

  • November 14th, 2017
  • David Greene
  • Comments Off on What are the biggest mistakes made in Estate Planning?

Estate Planning covers both events during life and after death.  Here are some of the biggest Estate Planing mistakes that are made: (1) Failure to plan for incapacity – everyone should have both a financial and health care Power of…

Tips On How To Avoid Will Contests

  • October 24th, 2017
  • David Greene
  • Comments Off on Tips On How To Avoid Will Contests

It is very hard to be successful in a will or trust contest.  However, many disappointed heirs file such contests every year.  Here are some planning tips to hopefully avoid that headache and heartache for your heirs.  (1) If you…

If you have a Living Trust do you also need a will?

  • September 26th, 2017
  • David Greene
  • Comments Off on If you have a Living Trust do you also need a will?

That is a good question and the answer is: maybe or maybe not!  If you have truly transferred all of your assets into your trust, then you do not need a will because no asset is in your name.  However,…

Is there anything wrong with buying a fill-in-the-blank will or trust from the office supply store?

  • February 15th, 2017
  • David Greene
  • Comments Off on Is there anything wrong with buying a fill-in-the-blank will or trust from the office supply store?

I highly discourage buying and using these kinds of packages.  Why?  First, they may or may not contain all of the language and signing requirements necessary in South Carolina.   Second, they do not give you the latitude in making your…

If one forgets to change a beneficiary after divorce, can it be amended after his death for good cause?

  • November 22nd, 2016
  • David Greene
  • Comments Off on If one forgets to change a beneficiary after divorce, can it be amended after his death for good cause?

Unfortunately beneficiary designations cannot be amended after the death of the policy or account holder, even if it is clear he did not intend for the listed beneficiary to receive the benefits.  The Supreme Court has heard several similar cases…

Is a trust only for the very rich?

  • August 9th, 2016
  • David Greene
  • Comments Off on Is a trust only for the very rich?

A good trust is definitely not only for the very rich. People create trusts for different reasons. The three primary ones are (1) avoidance of probate, (2) asset protection from creditors and (3) the ability to control your assets and…

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