BACKLOGS As many of our clients know, there are tremendous backlogs on Social Security and SSI claims such that a disability appeal at the administrative law judge level can take up to 2.5 years before it is heard. The current average in the Columbia, South Carolina ODAR office is 550 working days after it reaches…
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Is a legacy different from an estate?
In a technical sense and strictly construed a legacy is a gift or bequest in a will of personal property. An estate is a person’s interests in real and personal property both before and after death. The word legacy has another meaning that adds depth and dignity to life and estate planning. In the broadest…
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The First Steps to Take After a Death
Death is a part of life – but for the surviving family it is a time of stress, both emotional coping with loss and knowing what to do to handle the paperwork and the practicalities of what happens when a family member dies. 1 – Call a funeral director and the person’s pastor – These…
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I have a grandson that stands to inherit a lot of money by the time he turns 18.
I think that is too young to have access to hundreds of thousands of dollars. Since he is my potential heir as well, will a trust help me from contributing to this situation and instill in him a sense of responsibility? Yes. Many grandparents and parents have worked hard to accumulate wealth and it is…
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