Posts Tagged ‘will’

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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