The Lowcountry Legacy Law Firm Approach

 

​Lowcountry Legacy Law Firm LLC was founded in 2015 to provide families and business owners with intelligent, responsive estate and succession planning strategies in a friendlier way. Below are many of the services we commonly offer to our clients:

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Estate Planning: Wills and Living Trusts

 

Through the use of Living Trusts, Wills (simple & complex), Powers of Attorney, Irrevocable Trusts, Family Companies, and Charitable Giving our firm helps families preserve their wealth for future generations, minimize estate taxes, and avoid the complexities of probate. Our advanced Estate Plans can provide for remarriage protection for surviving spouses as well as divorce protection for any beneficiaries. 

 

Legacy Planning

 

Legacy Planning is centered around helping our clients create a legacy which will be meaningful and memorable for future generations. Often times clients put a much higher value on the non-tangible and non-financial assets they leave to their loved ones then they do on any bank account or other property. Our Legacy Planning approach guides clients through the best way to include their life stories and personal values into an all encompassing estate plan through the use of Ethical Wills, Purposeful Trusts, and Family Letters. 

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Asset Protection & Business Planning

 

We assist clients with setting up asset protection vehicles as well as many types of small business formation documents. Whether you want to set up a Limited Liability Company, a Family Limited Partnership, or need assistance with coordinating a Business Succession Plan we are here to help. 

 

Probate & Trust Administration

 

Lowcountry Legacy Law Firm also has a step-by-step approach to help guide families who have recently lost a loved one through the process of Probate or Trust Administration. 

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Incapacity Planning

 

At Lowcountry Legacy Law one of our priorities is to help clients avoid "Living Probate" in the event they are incapacitated before they pass away. This planning can be accomplished through the use of either a Power of Attorney or a Living Trust.  

 

IRA Trust Planning

 

Our firm strives to maximize every client's assets so they will be of the most value to their beneficiaries. Through the use of advanced IRA Trust Planning we can help clients to leverage IRAs and other retirement plans so that they can create significant wealth for future generations.

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Real Estate

If you are selling a property our firm is here to ensure your residential closing goes smoothly.  We pride ourselves on being prompt when responding to clients and working hard to ensure your closing happens on time.

Areas of Practice

Estate Planning

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Asset Protection

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Real Estate Transactions

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Probate

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Trust Administration

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Trademarks 

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