Estate & Family Planning
You can leave more than just your wealth and assets. Leave your values, principles, and beliefs. Leave your legacy.
Estate planning has long been thought to be only for "the wealthy." This is not the case.
Modern estate planning is about protection of what you have built so that your wealth can continue to grow and benefit your loved ones long after you are gone. This includes incorporating your beliefs and values into how your wealth is transferred and used. Estate planning is how to give and protect the value of what you have built throughout your life to those you wish to have the benefit.
At Lowcountry Legal Solutions, LLC, we believe that those who have worked hard to build a modest amount of wealth - not just the very rich (but them too) - are able to benefit from estate planning. Would you want your heirs to receive your house, retirement accounts, and other assets without any planning? What will they do with that wealth and cash windfall? Will they spend it on cars, fancy vacations, and new TVs just to consume the wealth? Or can something more be planned?
Can they instead receive the money and assets over a period of time and in certain ways so that your 'modest' estate grows and becomes more valuable? Or can they learn your values and principles over time and apply those truly important pieces of you to how they use your wealth? Perhaps having a truly great impact on the next generation.
Although estate planning can be used to avoid the probate process and the court system, or avoiding the estate tax and other involuntary government "contributions". There is so much more that can be done.
Working with an estate planning attorney in Hilton Head Island and Bluffton, South Carolina gives you the opportunity to truly plan for the future. Lowcountry Legal Solutions, LLC will assist you with thinking through these questions, evaluating your desires and crafting an estate plan which will reflect who you are, not just the dollars in your accounts.
Make an appointment with us today to get started.
Or, check out our Planning Process to better understand how we can serve you.
What is involved in estate planning?
Working with an estate planning attorney at Lowcountry Legal Solutions, LLC in Hilton Head Island and Bluffton, South Carolina, we can help you with:
Understanding what happens at your death or incapacity and how your affairs can be managed with affection and care for your loved ones
Drafting your will, healthcare power of attorney, durable power of attorney, living will and other standard documents
Setting up trusts for you and your spouse
Planning trusts for future events (spouse gets remarried after your death, blended families, future children, and more)
Asset protection trusts to protect your hard-earned wealth into the future so your loved ones can get the most benefit
Selecting your heirs, trustees, and agents - those people who you must trust place your faith in to carry out your wishes
And much more.
Do not just will your assets to the next generation, make a plan to truly pass on your legacy.
Call us today to get started at (843) 868-5257.
Also check out our Frequently Asked Questions page to learn more.
Do you have children or persons you care for?
Planning is so important if you have people who depend on you.
If the worst were to happen to you today, who will take care of your children tonight? Will the courts be invovled and will they agree that that person is the most appropriate to care for your children or dependent loved ones? Or will the judge pick someone else - maybe a foster parent hours outside of Hilton Head Island or Bluffton?
Does your babysitter know what will happen if you do not come home tonight?
These questions are not just meant to frighten you, but to get you thinking about your plan. Using a family and estate planning attorney at Lowcountry Legal Solutions, LLC we can help you:
Plan for emergency guardian situations
Plan for long-term guardian situations
Draft letters to those persons who you select so they know their rights and responsibilities
Draft confidential letters excluding persons who you do not want to be guardians
Have a plan for financial concerns
Making instructions to guardians or caregivers clear
If you have people who depend on you, do not let them be an afterthought to your estate plan. They should be the beginning.
Call us today (843) 868-5257.