Estate & Legacy Planning
Wills, Trusts, Legacy & Estate Planning
A well-crafted estate plan can minimize taxes and court fees, preserve family harmony, and ensure that the resources you’ve built over your lifetime are used wisely.
From Wills and Powers of Attorney to more complex trust planning, Wade will help ensure your estate is properly structured to accomplish your family’s goals.
Legal Services Include:
- Wills & Living Wills
- Revocable Living Trusts
- Irrevocable Trusts
- Charitable Trusts
- Pet Trusts
- Asset Protection Strategies
- Beneficiary Designations
- Healthcare Powers of Attorney
- Durable Powers of Attorney
- Special Needs Trusts
Kate Letkewicz is an estate planning attorney employed with Blair Cato Pickren Casterline, operating primarily out of Blair Cato’s Greenville and Mauldin offices. She can design a legal strategy that protects your loved ones, your wealth, and your legacy.
A Note on Wills and Revocable Trusts
Our office provides guidance on wills and revocable trusts – two of our services that often have the strongest impact on your family’s future. Your final wishes are more than just wishes to us; they’re expectations that deserve to be set in stone.
Whether you need a new will, or want to review and update older documents, we can provide the professional insight to grant you peace of mind.
Recent (and high-impact) changes to the SECURE Act could have created critical vulnerabilities in your legacy plan.
These major weaknesses could cause you to unknowingly unravel the detailed estate plan you currently have in place.
The result?
You could be:
- Unknowingly disinheriting your spouse
- Paying more taxes
- Forcing your heirs to liquidate their inheritance to pay a massive tax bill (because IRA rules changed)
Key Estate Planning Concerns
The right estate strategy gives your loved ones a meticulously detailed picture of your intentions.
All the while, paying Uncle Sam as little as possible.
We realize it’s easy to put this off. It doesn’t feel urgent.
You may have created your legacy plan ages ago (or even quite recently) and assume your estate is already well protected.
Recent changes introduced by the SECURE Act may have left your estate plan (and your loved ones) vulnerable.
These specific changes are complicated and confusing.
And to make things more complicated, you only have a limited window of opportunity (just until Dec. 31, 2025, or maybe sooner if laws change under the new administration) to take advantage of the opportunities in current tax laws before they disappear.
You can protect your family by booking your FREE Legacy Review to clean up your estate plan (so it’s exactly as you intended) AND take advantage of current favorable tax laws…
OR
You can leave your legacy the way it is and risk causing some critical (and irreversible) pitfalls for your loved ones.
Are you interested in your FREE 1-on-1 Legacy Review? Meet with the NorthStar Financial, Estate, and Tax Planning team by calling (864) 297-0762.