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Estate Planning Deficiencies Checklist

A Check-Up of Your Incapacity & End-of-Life Plans If you do not have a valid Will or Trust, then South Carolina law will determine how your assets pass, to whom they pass, and when they pass. In such a situation, your estate can be subject to unnecessary delays and expenses and can result in perhaps the most costly and emotionally draining way to pass assets to your loved ones. Even if you do have a Will or Trust in place, reading the following questions may indicate that your current plan may need to be updated: 1. Has your Will or Trust been professionally reviewed in the last few years? 2. Does your current health care power of attorney permit the person of your choosing (spouse, chi

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