Tag Archives: estate planning

GUARDIANSHIP 101: What You Need to Know Now

Has a loved one recently been diagnosed with dementia or Alzheimer’s disease? Here’s what you need to know now: STEP ONE: If you’re concerned as to whether or not the individual in question is capable of making rational, clear-headed decisions … Continue reading

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A Resolution Worth Making: Protect Your Assets in 2017

As 2016 draws to a close, we find ourselves pondering what we should do differently in 2017. Live a healthier lifestyle? Lose weight? Spend less? Live life to the fullest? The truth is that less than 8% of us keep … Continue reading

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Death & Taxes

  Benjamin Franklin once said, “In this world nothing can be said to be certain, except death and taxes.” As April 15th draws near, the law offices of Provence Messervy and the CPA firm of Jarrard, Nowell & Russell often … Continue reading

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Dealing with the DMV

Let’s face it, no one looks forward to dealing with the Department of Motor Vehicles. This can be even more stressful when coupled with the loss of a loved one. We frequently receive questions on transferring title to vehicles (this … Continue reading

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Joint Bank Accounts In Probate Court

Well-intentioned family members often add a loved one to their bank accounts. There are a variety of reasons this may occur: shared expenses, planning for final expenses, long-term care concerns, or a potential for future incapacity. In many of these … Continue reading

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South Carolina Senior Citizens’ Handbook

The South Carolina Bar Association has a wonderful publication that we use regularly for our clients called the South Carolina Senior Citizens Handbook. This free publication is a great resource for anyone 55+. It addresses topics ranging from Medicare to … Continue reading

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Do I Need a POA (Power of Attorney)?

Many of our elderly clients come in asking for a Power of Attorney. A doctor, family member or friend may have mentioned that they need one, but aren’t able to explain why or what type. This post will provide some … Continue reading

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What is a Life Estate?

Many clients approach us to discuss the possibility of using a life estate in their estate planning.  This post is designed to give an basic overview of the life estate. As always, please come in for a consult or schedule … Continue reading

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Joint Tenancy and Your Children – Estate Planning Nightmares

While my firm does plenty of estate planning, my role in the firm is to handle the “litigated cases.” This means that I step in when things have gone wrong – sometimes horribly wrong – after someone passes away. Over … Continue reading

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Joint Tenancy and Spouses: Understanding SC Law

In South Carolina, you have the right to title assets (this includes real property, bank accounts, car titles and more) in several ways. Today’s post will not detail ALL of the various ways we can hold title, but will discuss … Continue reading

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