Ask The Expert: Why Do I Really Need a Trust?
2026-03-11
Expert Answer: For many people, the word “trust” brings to mind wealthy families or complex tax planning. In reality, trusts are one of the most practicalContinue Reading
Ask the Expert- Why Should a Medicare Review Should Be Part of My Estate Planning?
2025-10-14
By Lisa Hostetler Brown, Managing Attorney, LawyerLisa Expert Answer: As we approach Medicare’s annual open enrollment period, it’s worth remembering that reviewing your Medicare coverageContinue Reading
Ask the Expert: What Happens to Probate If I Own Property in More Than One State?
2025-09-30
By Lisa Hostetler Brown, Managing Attorney, LawyerLisa Expert Answer: Owning property in more than one state can be a wonderful way to diversify your lifestyle orContinue Reading
Ask the Expert- Why is the Financial Power of Attorney so important?
2025-09-08
By Lisa Hostetler Brown, Managing Attorney, LawyerLisa Expert Answer: A Financial Power of Attorney (FPOA) is one of the most important documents you can put in place toContinue Reading
Ask the Expert: What Does the New Vehicle TOD Law Mean for My Estate Plan in South Carolina?
2025-09-02
By Lisa Hostetler Brown, LawyerLisa Expert Answer: As of July 1, 2025, South Carolina residents have a new tool for estate planning—the ability to addContinue Reading
Ask the Expert: Who Should I Choose as My Trustee?
2025-07-30
By: Lisa Hostetler Brown, Managing Attorney, LawyerLisa Expert Answer: (Hint: It might not be Johnny!)Setting up an irrevocable trust is often a smart and effective wayContinue Reading
Estate planning for blended families
2025-06-25
By Lisa Hostetler Brown, LawyerLisa Ask the Expert: How Do I Plan When My Children and Stepchildren Don’t Get Along? Expert Answer: Blended families areContinue Reading
2025 Financial Resolutions: Build Savings and Tackle Debt
2025-01-07
By JB Beckett, Beckett Financial Group As we head into 2025, many Americans are prioritizing financial stability by focusing on two key goals: building emergencyContinue Reading
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