Estate Planning for Families with Young Children

You’ve worked hard to build a life worth protecting. Now the real question is — what happens if something happens to you?

For families with young children and significant assets, the stakes are high. Without a proper plan:

• A judge will decide who raises your children if you pass away

• Your assets could be tied up in lengthy probate — or passed directly to young children who aren’t ready to manage wealth

• There’s no protection from lawsuits, divorce, or outside influences that could drain your child’s inheritance.

What We Help With:

• Naming legal guardians who share your values

• Creating a trust to manage money for your children until they’re ready

• Protecting assets from your children’s future divorces or creditors

• Avoiding court, keeping your affairs private, and ensuring your voice is heard — even if you’re not here

Estate planning isn’t just about death — it’s about being in control, even in the unexpected.

Estate Planning for Retirees and Pre-Retirees

You’ve spent decades working, saving, and supporting your family — now it’s time to make sure your legacy lasts.

Many retirees put off estate planning because they don’t want to “deal with it” — but waiting can create painful consequences:

• Your family may have to go through probate court, which is slow, public, and expensive

• Without the right legal documents, your loved ones may be unable to make medical or financial decisions on your behalf

• If you need long-term care, your entire life savings could be wiped out by nursing home costs

• Without clarity, family conflict can erupt, especially with adult children or second spouses involved

What We Help With:

• Updating or creating wills and trusts tailored to your current needs

• Setting up Medicaid-safe planning strategies to preserve your assets

• Appointing trusted decision-makers with powers of attorney and healthcare directives

• Keeping your estate plan up to date as laws and life change

It’s never too early — or too late — to create a plan that protects your peace of mind.

Estate Planning for Blended Families

Blended families bring love, complexity, and sometimes tension — especially when it comes to inheritance.

Without a clear plan, assets may:

• Pass entirely to a second spouse, leaving children from a prior relationship with nothing

• Be fought over in court by stepchildren, siblings, or former in-laws

• Create resentment, confusion, and irreparable damage to family relationships

Estate planning gives you the tools to be fair and intentional — to make sure everyone feels seen, protected, and secure.

What We Help With:

• Drafting wills and trusts that balance loyalty to current and former family members

• Ensuring that children from a first marriage aren’t accidentally disinherited

• Protecting your spouse while reserving assets for biological children

• Reducing opportunities for conflict or legal challenges

A strong estate plan ensures your wishes are honored — and family harmony preserved.

Estate Planning for Families with Adult Children

Your children may be grown, but that doesn’t mean they’re ready to inherit.

Without planning, your estate may:

• Pass directly to adult children with no protection from divorce, lawsuits, bad spending habits, or addictions

• Be drained by a child’s ex-spouse or creditors

• Spark family conflict over perceived “fairness”

• Leave assets vulnerable to being lost within a single generation

Estate planning for families with adult children is about strategic protection — setting up guardrails so that your wealth does what you intended: helps, not harms.

What We Help With:

• Creating lifetime trusts that protect inheritance from outside threats

• Structuring distributions based on maturity, need, or milestone events

• Offering planning for special needs, addiction recovery, or estranged relationships

• Helping you communicate your wishes to avoid confusion or future challenges

A well-built estate plan protects your children — even from themselves.

Our Process

We make estate planning easy to understand and even easier to complete. You’ll never feel judged or overwhelmed — just supported and informed.

1. Schedule a free consultation

2. Tell us your goals, fears, and family dynamics

3. We craft a personalized estate plan that reflects your values and protects your people

4. We walk you through every step — and even store your plan securely

Serving Families in Okatie, Bluffton, Beaufort, Hilton Head, and South Carolina.

We offer virtual and in-person estate planning services across the state of South Carolina— combining heartfelt care with sound legal experience.