Real Estate Law. Estate Planning. Simplified.

LawyerLisa, LLC focuses on Real Estate Closings, Estate Planning, Probate Litigation, and Elder Law.  Our firm is here to provide clients with comprehensive solutions in a comfortable environment.  Let our experience lead you to the solutions you seek.

Filtering by Tag: trust

Aretha Franklin left handwritten wills.  What does that mean to you?

Aretha Franklin passed away last year from pancreatic cancer.  Today, three handwritten wills were discovered in her Michigan home. Under South Carolina law, Aretha Franklin’s handwritten wills would likely not be valid since they were not signed with two witnesses.  However, a personal property distribution in this format likely would be held valid.

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Do you trust your trust?

Is it time to have your trust reviewed?

I have a lot of people tell me they have a trust or that their parents had a trust done and that their estate planning is complete. Some of them come to see me for a review to verify that everything was prepared correctly. The great thing about a consultation is that I can get all the information and in one sitting I can either confirm that everything looks great and they don’t need to worry, or identify problems and suggest immediate solutions to fill in any gaps in their plan.

In my experience at least 9 out of 10 plans that I have reviewed were not comprehensive. Some of them are not properly funded. Some don’t leave assets to beneficiaries the way people intended. Some are missing legal provisions that could be important in certain circumstances. Many times, the point of the trust is to avoid probate at death, but unbeknownst to the person, assets will go through probate.

As a Certified Elder Law Attorney, credentialed through the National Elder Law Foundation, I have experience not only in drafting fully comprehensive estate plans, but also in reviewing plans previously prepared to check for potential issues. If you have been wondering about the accuracy or completeness of your or a loved one’s plan, schedule a consultation with our office.

-Lisa Hostetler Brown, CELA

LawyerLisa, LLC 3202 Fernandina Road Columbia, SC 29210 Phone: 803.563.5163

LawyerLisa, LLC 5175 Sunset Boulevard Ste 1 Lexington, SC 29072 Phone: 803.832.1068

LawyerLisa, LLC 100 Williams Street Greenville, SC 29601 Phone: 864.990.0347

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