Charleston Estate Planning AttorneyWhat makes our Charleston estate planning law firm different is that we were established with the interests of business professionals and growing families in mind. Over the years, our Charleston estate planning attorney has become acutely aware that our clients value experienced estate planning counsel, convenience, efficiency and affordability.  Our lawyers strive to always embraces these values.

Regardless of an individuals or family’s income level, estate planning in South Carolina is as important as making certain you and your family members are covered by health and life insurance policies.  South Carolina estate planning may seem like an overwhelming and unnecessary undertaking for those with small estates, but this certainly does not need to be the case – see below for more information about estate planning for small estates.

Our Charleston estate planning attorney recognizes that clients want to know they’ve made the best decisions for themselves and their families. For that reason, we emphasize careful attention to detail with every case to ensure our client’s South Carolina estate planning and business succession planning will be enforced when their beneficiaries depend on it most. Clients want to be certain their loved ones will be taken care of in the best way possible, and we are committed to ensuring that we uphold this interest. That is the principle mission of our Charleston estate planning attorney.

Our law firm employs the most up-to-date, secure technology to make all client communications with our estate planning attorneys as effective, smooth and cost-efficient as possible. One of the most common complaints with Charleston estate planning attorneys is that they are rarely accessible and seldom responsive to client concerns. Our law firm has implemented targeted systems to promote proactive and responsive communications with our clients. In fact, for the majority of the estate planning matters we handle, we’ve thrown out the traditional hourly billing systems so that you don’t have to be afraid to email or call us with a quick question (or even a not so quick question). The majority of everything we do is billed on a flat-fee basis, agreed to in advance, everything is transparent and there are never any billing surprises.

Our Charleston estate planning attorneys combine their collective experience and technical expertise in various practice specialties to serve and deliver estate planning specific solutions. We work with families, closely-held businesses and other related professionals to ensure that the estate plan established by our clients during their lifetime are respected into the future.

Estate Planning for Small Estates

Some people believe they don’t need to concern themselves about “estate planning” because their estate does not have great value, but Charleston estate planning actually has much less to do with estate size than one would assume. Estate planning focuses on the value of people, relationships, special concerns, and efficient and effective administration. The size of an estate is actually secondary to most estate planning issues.

When considering the value of an estate, it is important to include privately owned life insurance, employer-provided life insurance, travelers life insurance, double indemnity-type life insurance, other accidental death life insurance, workers’ compensation coverage, personal injury claims, wrongful death claims, other employer-provided benefits, mortgage insurance, and other resources to which a persons estate, family or loved ones might become entitled by reason of death. The value of these estate assets are generally significant and they can add up fast.

Essential Estate Planning Documents to Consider

Suppose you needed surgery and when you were wheeled into the operating room the surgeon who was performing the operation asked you if you had brought the surgical and anesthesia tools and equipment. This may be absurd as a medical example, but it is an analogous legal estate illustration. In an estate situation, the lawyer looks to you to have prepared the tools and equipment to be used in your estate settlement. The lawyer’s ability to do better “surgery” on your estate is most often limited by the tools and equipment you have prearranged.

A Charleston estate planning attorney, Charleston probate attorney, trustee or personal representative, when assisting with an estate situation, needs to have the proper tools available, which you must provide for him or her to use. So the question is, what are the essential tools to consider for estate planning?

Simple wills, Living Trusts, a Durable Power of Attorney, a Health Care Power of Attorney, and Living Wills are usually considered the most important estate planning devices to preserve assets, facilitate inheritance, invite estate tax benefits, and create legal protection for personal, family and business objectives. Some clients wish to establish three estate planning documents for simplicity, but many others find added-value in the additional protection of four or five estate planning tools.

Our Goal

Our Charleston estate planning attorneys make responsive communication a high priority for our clients. In fact, our central mission is to respond to all client emails and calls within one business day. We are committed to ensuring all our clients’ questions, concerns and problems are addressed with individualized attention in a timely manner.

Our attorneys strive to attend to all of our client’s estate planning matters so that we can meet our client’s objectives appropriately and continue to provide effective counsel throughout his or her lifetime. We’ve created dynamic estate planning membership programs to keep our clients estate plans up to date year in and year out as well as provide clients access to our attorneys on any other legal matter in the various disciplines in which we practice.

There are many opportunities in estate planning to enhance a client’s security and better provide for his or her loved ones. For that reason, we think it is crucial to install the proper personal and estate planning and estate administration documents so that the best tools are available to our clients and his or her family when they need them. We offer our estate planning clients with the service of periodical analysis of his or her estate plan. Our clients also benefit from the array financial planning goals set up by estate planning, which include: minimizing taxes, eliminating disorder, avoiding unnecessary costs, and preserving assets.

It is important to celebrate and honor your individual worth and value your relationship with your loved ones by establishing an appropriate estate plan and keeping it update.  A significant part of the inheritance you leave to your loved ones is the lasting memory of how you left them – hopefully, in excellent order.

Free Estate Planning Consultation & Review

Our Charleston estate planning attorney, Reid Green, makes estate planning as easy and simple as possible for her clients.  Our law firm offers a free review of any estate planning documents currently in place and free consultations for those with questions about putting an estate plan in place.  Please call us at 843-564-5115 to schedule your consultation.