Schwartz Legacy Planning

Schwartz Legacy Planning We help families keep the people they love out of COURT and CONFLICT. Schedule here: https://scheduleyourlawyer.com/casey-schwartz/

09/02/2026

Estate planning is a team sport.

Dave understood the assignment.

And yes, we promise we spend most of the day protecting families and their legacies.

Schwartz is also a great place to work ... and we’re hiring!

Your beneficiaries are all set. Great.But do they actually match your estate plan?Beneficiary designations can override ...
08/31/2026

Your beneficiaries are all set. Great.

But do they actually match your estate plan?

Beneficiary designations can override what your will or trust says, which means a name you added to an account years ago can completely change how an asset passes today.

This is exactly the kind of thing we talk about at our first meeting together — the little details that can have very big consequences, and the questions you may not even know you should be asking.

We discuss what would happen today if something happens to you.

Because “I think everything is set” and “I know everything works together” are two very different things.

Want to learn more?

Ready to get more organized than you ever have before?

Join us Monday, September 21st for a glass of wine and a relaxed conversation about estate planning.

Wine & Wills
September 21

Come with questions. Leave with clarity.

08/29/2026

You made a will because you thought you were keeping your family out of court.

But a will does not avoid probate.

Your will provides instructions for the probate process — who you want handling your estate, who should receive your probate assets and how you want those assets distributed.

In other words: your will doesn’t eliminate the court process. It tells the court what you want to happen when you get there.

And probate isn’t private. It is a public court process.

That’s why our goal isn’t simply to hand you a will and send you home.

The bigger question is: Can we build a plan that keeps your family from unnecessarily walking through these doors at all?

Out of court. Out of conflict.

That’s the plan.

“Clear and easy” is exactly how we want estate planning to feel.These are important decisions, but that doesn’t mean the...
08/28/2026

“Clear and easy” is exactly how we want estate planning to feel.

These are important decisions, but that doesn’t mean the process needs to feel intimidating. Jensen takes the time to explain the details, answer the questions and make sure you feel confident in the plan you’re creating.

We’re so grateful for the trust our clients place in us.

Your financial advisor and your estate-planning attorney should be on the same team. They just don’t have the same job.O...
08/26/2026

Your financial advisor and your estate-planning attorney should be on the same team. They just don’t have the same job.

One helps you build, invest and manage your assets. The other makes sure those assets are protected, properly structured and ultimately transferred the way you intend.

Because “I have a will” and “I have a plan to stay out of probate” are two very different things.

The best planning happens when your financial plan and your legal plan work together.

“Make everything payable on death.”Everything?Payable-on-death designations can absolutely be useful. But “make everythi...
08/24/2026

“Make everything payable on death.”

Everything?

Payable-on-death designations can absolutely be useful.

But “make everything POD” isn’t an estate plan — and it may not accomplish what you think it does.

Who receives those assets? What happens if a beneficiary dies before you? What if one of your beneficiaries is a minor? Does the designation work with your trust or completely around it? And does it still accomplish the plan you intended for your family?

We love financial advisors.

We also love staying in our respective lanes.

Your financial advisor should be part of the conversation.

Your estate planning attorney should make sure the legal pieces actually work together.

Because “easy” and “right for your family” aren’t always the same thing.

This is general educational information and not legal advice.

08/21/2026

Most people think having a will means their family won’t have to deal with probate.

It doesn’t.

Probate is a court process, and probate records are generally public. A properly designed estate plan can help certain assets pass privately and outside of probate.

Estate planning isn’t just about deciding who gets what. It’s deciding how your family gets there.

Our mission is to help families stay out of court, out of conflict, and keep private matters private.

This is general educational information, not legal advice.

08/20/2026

Jensen went to law school. This is apparently her version of work-life balance.

Off on an adventure, but when a client needs her? She’s answering.

We appreciate her. We adore her commitment to her clients. And yes, we are absolutely joking about the work-life balance part.

Excellent client service is kind of our thing. Jensen taking it this literally is entirely her own doing.

There’s a new face at Schwartz Legacy Planning, and we’re so excited to officially introduce Ingrid, our new Client Serv...
08/19/2026

There’s a new face at Schwartz Legacy Planning, and we’re so excited to officially introduce Ingrid, our new Client Services Director.

Ingrid brings exactly what we want our clients to feel when they work with us: organized, supported, welcomed, and genuinely cared for. She’ll be helping keep all the moving pieces moving while getting to know the families we have the privilege of working with.

And because we believe you should know the people behind the planning, swipe through to get to know Ingrid a little better. We promise you won’t forget the 50 Cent part.

Welcome to the team, Ingrid. We’re so happy you’re here. 🧡

A will and a trust can both be part of an estate plan, but they don’t necessarily take your family down the same path.Pr...
08/18/2026

A will and a trust can both be part of an estate plan, but they don’t necessarily take your family down the same path.

Probate is a court process, which means court timelines, public records and the potential for more conflict along the way.

A properly planned and funded trust can allow assets titled to the trust to be administered privately, outside of probate, with more control and less court involvement.

The goal isn’t simply to have documents. It’s to understand what happens when your family actually needs them.

Wine and wills is coming back in September - will you be joining us?

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Mount Pleasant, SC

Telephone

+18437323811

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