Valuing People Over Profits

Estate Planning | Columbia, SC

Estate planning can be complicated and time-consuming, but it is important if you are planning on leaving your estate to your loved ones. Our estate planning advisors at The Templeton Group at Cornerstone Financial Management can assist you in forming a plan that clearly outlines your wishes, reduces your loved ones’ stress and anxiety, and helps to avoid probate. Learn more below, and contact us today to request a consultation.

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Why Estate Planning?

Estate planning is an important tool for making sure your estate is divided as you intend. An estate plan takes account of your property and assets, from bank accounts and investments to insurance policies and more. Our advisors will work with you to help document everything you need to consider when deciding what to do with your estate.

In addition, your estate is likely to be subject to taxes and fees that can reduce the value of what you plan to leave behind. We can help you build a strategy around those costs to limit impact on the value of the estate you leave your beneficiaries.

Protecting Your Wishes

Conflicts over inheritance and bequests can be painful, protracted, and embarrassing for all involved. Our estate planners can help you articulate your wishes in a clear estate plan, so your assets can be distributed in the way you desire.

Avoiding Probate

Probate is the process by which your estate is divided in the event that you leave behind no will—or if your will ends up being contested. Additionally, some assets must go through probate before they can be distributed. Probate can be a wildly expensive and lengthy process that reduces the value of your estate and delays the time when your loved ones receive their inheritance.

We can help you create an estate plan that reduces the amount of assets in your estate that must go through probate. Avoiding probate can also reduce the cost and stress your loved ones may experience when distributing your estate.

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If you have not yet considered how to pass down your property and assets after your death, we can help you decide what is most important and create a plan that reflects your priorities. Or, if you already have plans for how to divide your estate with your passing, we can help you take the appropriate steps to ensure your wishes are followed. To schedule an appointment and begin planning how to divide your estate, contact one of our estate planning advisors today.

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