South Carolina Estate, Tax, Trust, and Retirement Planning


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South Carolina Estate, Tax, Trust, & Retirement Planning Services

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Contact an Estate or Retirement Planner

For the convenience of the public, the ScCPC has listed the providers above to show what services may be available in South Carolina. We cannot verify the business practice nor the background of these providers. As a result, we do not provide their contact information. If you wish to contact a member of our council regarding any of the services listed above, please fill out the form below and a council member will contact you. Please be aware that your information may be shared with other members of the council who might be able to help you as well. Read Our Disclaimer.

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About Estate Planning and Trust Management

    A key deficiency in the process of planning for long term care occurs when seniors fail to provide for orderly distribution of assets at death and fail to let their family know what to do when the senior can no longer handle his or her own affairs.

    Estate planning from a qualified South Carolina estate planning attorney, a financial adviser who specializes in estate planning or a CPA planner is the design of documents to provide the orderly transfer of assets and property to the next generation. Wills, living trusts and a myriad of other trust documents or business arrangements to avoid estate taxes, income tax and real estate capitol gains are some of the principal documents used. Estate planning also concerns issues of business succession or disability of a business owner.

    Many estate planners are also adding final directive or end-of-life documents such as living wills, powers of attorney and special medical directives. But often these are considered secondary to the process of transferring assets or property. Unfortunately, these documents are much more important to family caregivers dealing with the needs of elderly loved ones.

    Estate planners also need to become more involved in the planning process for long term care by helping in the production of a written long term care plan. This should also include meetings with potential family caregivers and instructions or checklists for these people. This important aspect of planning is often overlooked.

    Elders or their families who are assisting them should insist on more careful planning for long term care issues when doing an estate plan.

    Continue reading about estate planning and trust management...