Schwartz Legacy Planning

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

One last glass. One important conversation.This Monday, October 19, we’re hosting our final W**e & Wills of 2026 at Root...
10/17/2026

One last glass. One important conversation.

This Monday, October 19, we’re hosting our final W**e & Wills of 2026 at Rooted W**e Bar, and we’d love to see you there.

Estate planning doesn’t have to be intimidating, overwhelming, or something you keep putting off. Sometimes it starts with a glass of w**e, a few good questions, and a better understanding of how to protect your family.

Join Casey and the Schwartz Legacy Planning team at 6 PM for complimentary w**e, charcuterie, and an approachable conversation about wills, trusts, and planning for the future.

This is our last W**e & Wills of the year, and space is limited.
Reserve your seat today. Link in bio.

**eandwills

Our team is growing again, and we’re excited to introduce another new face at Schwartz Legacy Planning. Meet Nina!One of...
10/16/2026

Our team is growing again, and we’re excited to introduce another new face at Schwartz Legacy Planning. Meet Nina!

One of the things we love about growing our team is bringing together people with different personalities, interests, and stories. We believe the people behind the planning matter just as much as the work we do.

And Nina certainly has a few things worth getting to know. For starters, she has more than 200 plants. Yes, 200! And somehow, she’s still finding room for more.

She also loves animals, live music, exploring Charleston, and spending time with good people.

Swipe through to get to know Nina a little better, and help us give her a warm welcome to the Schwartz team!

The most important parts of your estate plan aren’t always the easiest to talk about.At Schwartz Legacy Planning, we und...
10/12/2026

The most important parts of your estate plan aren’t always the easiest to talk about.

At Schwartz Legacy Planning, we understand that families are complicated, relationships aren’t always straightforward, and some conversations require a little more trust.

That’s why we take the time to listen without judgment. Every detail matters, and every family deserves a plan that protects what matters most.

You don’t have to have everything figured out before you walk through our doors. That’s what we’re here for.

Schedule your complimentary 15-minute consultation. Let’s start with a conversation.

Your financial advisor knows your money. Your estate-planning attorney knows your legal plan.And you need both.The stron...
09/30/2026

Your financial advisor knows your money. Your estate-planning attorney knows your legal plan.

And you need both.

The strongest estate plans aren’t created in a vacuum. Your investments, beneficiary designations, account ownership and estate planning documents all need to work together — because one recommendation made without understanding the other pieces can change the outcome of the entire plan.

This isn’t financial advisors vs. attorneys. Quite the opposite.

We want your financial advisor at the table. We want your CPA at the table. We want the professionals you trust communicating with one another and bringing their expertise to the part of the plan they know best.

Because your family doesn’t need a collection of good recommendations.

They need one plan that actually works.

Different expertise. Same table. One plan.

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Mount Pleasant, SC

Telephone

+18437323811

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