• Here’s What Could Happen to Your Retirement Accounts After You Die,Casey Schwartz

    Here’s What Could Happen to Your Retirement Accounts After You Die

    Retirement accounts like 401(k)s and IRAs often represent the single largest category of wealth for American families. According to recent data, retirement funds in these accounts alone total roughly $21 trillion, and for many households, they compose over 34% of average household assets, even excee

    View more

  • Creating a Trust in Your Will vs. Creating a Living Trust: Part 2,Casey Schwartz

    Creating a Trust in Your Will vs. Creating a Living Trust: Part 2

    Last week, we covered how it works when you create a trust through your will. This week, I’ll show you how a trust created during your lifetime (called a revocable living trust) functions differently, what your family experiences when you’ve set up a living trust, and how to decide which approach tr

    View more

  • Creating a Trust in Your Will vs. Creating a Living Trust: Part 1,Casey Schwartz

    Creating a Trust in Your Will vs. Creating a Living Trust: Part 1

    You’ve probably heard that trusts help families avoid probate court and protect assets for the people you love. Maybe you’ve even talked to a lawyer who mentioned including a trust in your will. It sounds like a good solution, but here’s what most people don’t realize: a trust created in your will w

    View more

Categories

Recent Posts

June 2026 Home Inspection Update
June 2026 Home Inspection Update
May 2026 Home Inspection Update
May 2026 Home Inspection Update
He Sold His Company for $1.2 Billion. He Died Without an Estate Plan
He Sold His Company for $1.2 Billion. He Died Without an Estate Plan
One Death, One Courtroom, One Child – and a Lesson Every Parent Needs to Hear
One Death, One Courtroom, One Child – and a Lesson Every Parent Needs to Hear
April 2026 Home Inspection Update: The True Cost of Deferred Maintenance
April 2026 Home Inspection Update: The True Cost of Deferred Maintenance
Here’s What Can Happen to Blended Families When a Spouse Dies
Here’s What Can Happen to Blended Families When a Spouse Dies
Here’s What Could Happen to Your Retirement Accounts After You Die
Here’s What Could Happen to Your Retirement Accounts After You Die
Creating a Trust in Your Will vs. Creating a Living Trust: Part 2
Creating a Trust in Your Will vs. Creating a Living Trust: Part 2
Creating a Trust in Your Will vs. Creating a Living Trust: Part 1
Creating a Trust in Your Will vs. Creating a Living Trust: Part 1
The Real Truth About Living in Moncks Corner and Working in Charleston
The Real Truth About Living in Moncks Corner and Working in Charleston