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    • Home
    • Services
      • Plan, Plan, Plan
      • Lifetime Planning
      • Estate Planning
      • Medicaid
      • Elder Law
      • Probate
      • Guardianship
      • Veteran's Benefits
      • Client Maintenance
    • About Us
      • Our Team
      • Our Culture
      • Our Process
      • Client Reviews
    • Free Workshops
    • Contact Us
    • Learning Center
      • FAQ's
      • Blog
      • Helpful Articles
      • Resources
      • Brian Treacy Videos
    • New Clients
    • Disclaimer
    • Financial Professionals

Call or Text(843) 757-5294

FREE WORKSHOPS
  • Home
  • Services
    • Plan, Plan, Plan
    • Lifetime Planning
    • Estate Planning
    • Medicaid
    • Elder Law
    • Probate
    • Guardianship
    • Veteran's Benefits
    • Client Maintenance
  • About Us
    • Our Team
    • Our Culture
    • Our Process
    • Client Reviews
  • Free Workshops
  • Contact Us
  • Learning Center
    • FAQ's
    • Blog
    • Helpful Articles
    • Resources
    • Brian Treacy Videos
  • New Clients
  • Disclaimer
  • Financial Professionals

Wills

 Wills are the most commonly used estate planning tool.  While a Will may fit some situations it may not be the best option available. If you pass away with or without a Will, your estate must go through Probate.

Last Will & Testament

Last Will and Testament (pdf)

Download

Wills and Second Marriages

Wills and Second Marriages (pdf)

Download

Requirements for the Personal Representative (Executor)

Requirements for a PR (pdf)

Download

DIY Estate Planning

DIY Estate Planning (pdf)

Download

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