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BLOG ENTRY 03/12/2024:
Did You Know . . . about the No Administration Necessary process?
FINAL03 Did You Know REV01

A good client of yours calls, and wants you to handle the sale of his mother’s house. His mother passed away in June 2023, so you know that some probate would be required (since she died less than 3 years ago). You ask if his mother’s will has been probated, and he says that there wasn’t a will. He explains that the family hired a probate attorney, and that some sort of order READ MORE...

BLOG ENTRY 01/16/2024:
Unlocking Future Success; The Benefits of a 529 Plan
Blog 529 Post

Investing in your child's education is one of the most impactful decisions a parent can make. A 529 plan is a powerful tool to secure your child's academic future while offering a range of benefits.

Firstly, 529 plans provide tax advantages. Contributions to these plans are made with after-tax dollars, but the earnings grow tax-free, and withdrawals are tax-free when used READ MORE...

We bought a home in South Carolina and since David is licensed in SC (as well as Georgia), he guided not only our initial closing on our home but also just recently our refinance. He couldn’t have been more thorough and professional!

- Katherine H. | Greenville, SC
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