Estate Planning in Myrtle Beach, SC

Effective estate planning involves much more than having a last will and testament. It can help manage your financial affairs during your lifetime and help you control the distribution of your wealth after death through legacy planning.

An effective estate planning strategy can spell out your healthcare wishes and help ensure that they’re carried out – even if you are unable to communicate. It can also designate someone to manage your financial affairs should you be unable to do so.

Without an estate plan, your assets could end up getting tied up in the probate process. As a result, your family could be burdened with the unnecessary stress and legal fees of having to hire a probate lawyer during what will already be a difficult time.

Wills, Trusts, and Estate Attorneys

A very basic estate plan includes having a will, a living trust, and some form of power of attorney in place for making financial and/or healthcare decisions. The cost of getting these basic elements in place is affordable, and the peace of mind they provide can be priceless.

Through our long-standing relationships with legal financial professionals in the area, we can recommend a qualified trust or estate planning attorney to provide you with legal guidance and draft the appropriate documents – often for a discounted fee.

Schedule an Estate Planning Appointment with McKenzie Financial Group

Give our office in Myrtle Beach a call to schedule a complimentary, no-obligation, estate planning consultation so we can help to ensure you have a well-thought-out estate plan in place.

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All written content on this site is for informational purposes only. Opinions expressed herein are solely those of McKenzie Financial Group and our editorial staff. Material presented is believed to be from reliable sources; however, we make no representations as to its accuracy or completeness. Investing involves risk. There is always the potential of losing money when you invest in securities. Asset allocation, diversification, and rebalancing do not ensure a profit or help protect against loss in declining markets. All information and ideas should be discussed in detail with your individual advisor prior to implementation. The presence of this website, and the material contained within, shall in no way be construed or interpreted as a solicitation or recommendation for the purchase or sale of any security or investment strategy. In addition, the presence of this website should not be interpreted as a solicitation for Investment Advisory Services to any residents of states where otherwise legally permitted to conduct business. Fee-based financial planning and Investment Advisory Services are offered by Sound Income Strategies, LLC, an SEC Registered Investment Advisory firm. McKenzie Financial Group and Sound Income Strategies, LLC are not associated entities.

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4702 Oleander Dr Suite 300, Myrtle Beach, SC 29577

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