Heritage Law

05/06/2025

Are You Married? Do You Own Your Primary Residence?

When planning your estate in SC, it’s important to understand how capital gains, basis step-up, and asset titling impact tax liability—particularly for married couples. This is becoming more of an issue with real estate as it has appreciated considerably in recent years, especially for people wh...

04/07/2025

Are You Sure You're Receiving the Homestead Exemption?

Many South Carolina homeowners are unknowingly leaving valuable property tax savings on the table. At Heritage Law in Greenville, SC, we frequently meet with clients who qualify for the Homestead Exemption but have never applied.Here’s what you need to know to make sure you’re receiving the bene...

03/10/2025

Join Us for a Free Estate Planning Talk in Spartanburg!Estate planning is one of the most important steps you can take to protect your family and your legacy. Whether you're wondering about wills, trusts, powers of attorney, or probate, understanding your options is key to making informed decisions....

01/09/2025

Estate Planning - Make it your New Year's Resolution!

Estate Planning!Have you done yours? Does it need an update?There's no better time than now. Whether you are married, single, have young kids, older kids, or no kids ... make this year the time you finally get your estate plan in place. Contact Heritage Law in Greenville, SC for your estate planning...

12/05/2024

A POD account may NOT be right for you . . .

As estate planning attorneys in Greenville, SC, a common question we receive is, “Why not just use Payable on Death (POD) or Transfer on Death (TOD) designations to pass on my assets and avoid probate?” While POD and TOD accounts can be a useful tool in certain situations, relying solely on them...

11/08/2024

REMINDER! This is IMPERATIVE Reading for LLC Owners - MANDATORY Reporting for LLCs & Other Entities!

Starting January 1, 2024, the recently enacted Corporate Transparency Act (“CTA”) requires LLCs, small corporations and similar entities to report beneficial ownership information to the Treasury’s Financial Crime Enforcement Network (FinCEN). The penalty for failure to file is up to 2 years i...

11/01/2024

Want to learn more about estate planning and probate?
Do you know others who do?

Attorney James Lyon of Heritage Law will be presenting at the 14th Annual Hope and Help for the Holidays and Beyond Seminar on Tuesday, November 12, 2024.

The talk will mainly be focused on the three key phases of the estate planning process:

1) Incapacity – what happens when I can’t manage my own affairs?
2) Death – how will my assets be transferred at my death?
3) Asset Distribution – how best to leave my assets to my beneficiaries?

The purpose is to give attendees a clear idea of the key components of an estate plan, why all three phases are equally important, and why it is important to have a plan in place.

The seminar will be held from 9:00am to 3:00pm at the Poinsett Club, located at 807 East Washington St, Greenville, SC 29601. Lunch will be provided.

Registration is due by Thursday, November 7th.

Click here to register:

Please Join Us for the 14th AnnualHope and Help for the Holidays and BeyondTuesday, November 12, 20249am - 3:00pmRegister by Thursday, November 7th Community Registration Professionals Registration A grief seminar providing education, comfort and hope. This seminar is for anyone who has experienced....

08/08/2024

Will Your Spouse Inherit ALL Your Assets?

If you are married and you die without a Will, you may mistakenly believe that your spouse will still inherit your entire estate. Not so fast. Who will inherit your estate depends on several different factors: 1. How is your Property Titled? Is your property titled in your name alone, in joint names...

06/21/2024

Parents - Once Your Kids Turn 18 They Need These Legal Documents!

In heading off to college, the last thing you may be thinking about is estate planning for your child. But, once he or she turns 18, your access to their medical and other information is significantly limited because your child is considered an adult in the eyes of the law. So, before your kids go a...

04/29/2024

We see this problem very often!

Many parents turn to life insurance to take care of their family in the event of death. After you purchase life insurance you will name a beneficiary of the death benefits. You also name a beneficiary on your retirement accounts. But, if you name your children as beneficiaries and your children are....