Upcoming Events

Legacy Lunch & Learn Series (Monthly Workshops)

A monthly, one-hour series designed to give families simple, foundational estate and life-planning education in a consistent, approachable format. Lunch will be provided for in-person attendees.

Local Workshops in Each Office City

In-person, community-centered workshops tailored to the needs and resources of each region we serve, helping families learn, connect, and take action. Virtual components may be available.

On-Demand Topics- Coming in 2026!

Reusable, self-paced educational videos that allow individuals to learn about specific estate planning topics anytime, anywhere.

Events may be modified in our discretion at any time.

January 20-Aiken and Virtual Option
Time: 12:00-1:00pm
Location: Aiken County Library 314 Chesterfield St S, Aiken, SC 29801
Topic: Life Care Planning: Life Care Planning goes beyond legal documents—it’s a proactive, holistic approach to aging. This seminar shows how legal, financial, and healthcare strategies work together to protect assets, secure quality care, and reduce family stress.

February 19- Mt. Pleasant and Virtual Option
Time: 12:00-1:00pm
Location: Mt. Pleasant Chamber of Commerce 534 Johnnie Dodds Blvd, Ste 101, Mt. Pleasant, SC 29464
Topic: Foundations of a Complete Estate Plan: Explore the core components of a strong estate plan and how they safeguard your wishes, your assets, and the people you love. We’ll break down what each document does, when it comes into play, and how to ensure your plan truly works when you need it.

March 26- Bluffton and Virtual Option
Time: 12:00-1:00pm
Location: LawyerLisa- Bluffton Office 2 Hampton Hall Blvd, Ste 100, Bluffton, SC 29910
Topic: Trusts: Trusts aren’t just for the wealthy. Discover how they can help you avoid probate, protect assets, and provide peace of mind for your family. We’ll break down different types of trusts and when they make sense.

April 21- Columbia and Virtual Option
Time: 12:00-1:00pm
Location: Northeast Presbyterian Church 601 Polo Road, Columbia, SC 29223
Topic: The Math of Long Term Care Planning- Do You Have Enough Money?: Do you have enough money for long-term care? This session dives into the real costs of nursing homes, assisted living, and home care—and explains how Medicaid planning can help preserve your assets.

May 19- Greenville and Virtual Option
Time: 12:00-1:00pm
Location: Gibbs Cancer Center - Pelham 2759 SC-14, Greer SC 29650
Topic: Probate: Probate can feel overwhelming—but it doesn’t have to be. This session explains the probate process, common pitfalls, and strategies to make settling an estate easier for your loved ones.

June 23- Aiken and Virtual Option
Time: 12:00-1:00pm
Location: USC Aiken 452 Scholar Loop, Business and Education Building, Room 122, Aiken, SC 29801
Topic: Prevention Planning: Prevention Planning helps you stay ahead of life’s curveballs. It combines legal, financial, and care strategies to avoid costly mistakes and crises. Discover how proactive planning can protect your assets, support aging on your terms, and give peace of mind to loved ones.

March 25- Bluffton- Sun City Residents Only
Time: 3:00-4:30pm
Location: Hidden Cypress, Santee River Room
Topic: Good Health Today Still Needs a Plan for Tomorrow