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/

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.

How many times has “we really need to do that” turned into another year of putting it off?Sometimes it’s the expectation...
09/29/2026

How many times has “we really need to do that” turned into another year of putting it off?

Sometimes it’s the expectation that estate planning will be complicated, time-consuming or expensive that keeps families from ever getting started.

That’s why we’ve built a process around more than just your attorney. You have an entire team available to answer questions, keep things moving and make the experience feel manageable from beginning to end.

We love hearing when clients discover the process was much easier than they imagined.

There are plenty of things worth taking a chance on in Vegas.Your family’s future isn’t one of them.A thoughtful estate ...
09/27/2026

There are plenty of things worth taking a chance on in Vegas.

Your family’s future isn’t one of them.

A thoughtful estate plan means fewer unknowns, fewer decisions left to chance, and clear direction for the people you love.

Casey is home from Vegas, and she’s brought home something much more valuable than a jackpot: new ideas, education and resources to keep serving our families well.

Did you miss W**e & Wills last Monday rooted ?

We have an October date - and we would love to see you there! Stay tuned for details and to save your seat!

Sometimes it comes home as fresh ideas, new perspective and even more intention behind the work we do.And like a good es...
09/24/2026

Sometimes it comes home as fresh ideas, new perspective and even more intention behind the work we do.

And like a good estate plan, a great conference means attention to detail.

Someone taking the time with an expert to plan, and consider every detail well in advance of the actual event.

The lights. The logistics. The experience. The things you notice — and all the things you never even have to think about.

A thoughtful estate plan works the same way.

Casey is in Las Vegas this week for a national estate planning symposium, spending time learning, connecting and bringing fresh perspective back to Schwartz Legacy Planning.

Estate planning is thoughtful work, and part of that means continuing to stay connected to what’s happening in the industry, exchanging ideas with other professionals and always looking at planning from every angle.

The best plans don’t just account for what happens next. They think several steps ahead.

And apparently, sometimes they start in Vegas.

Estate planning questions are a lot easier to ask over a glass of w**e.W**e & Wills is your opportunity to learn more ab...
09/20/2026

Estate planning questions are a lot easier to ask over a glass of w**e.

W**e & Wills is your opportunity to learn more about what we do, hear the questions other families are asking and start understanding what planning could look like for your own family — all in a relaxed group setting.

We only have three W**e & Wills events on the calendar this fall, so if this has been sitting on your “we really need to do that” list, September 21 is a pretty good place to start.

**eandwills

W**e & Wills is meant to make estate planning feel a little less intimidating.Come grab a glass of w**e, enjoy some char...
09/17/2026

W**e & Wills is meant to make estate planning feel a little less intimidating.

Come grab a glass of w**e, enjoy some charcuterie and join us for a relaxed conversation about the questions families are actually asking — wills, trusts, probate, guardianship and where to even begin.

No intimidating conference room. No pressure to have everything figured out before you arrive.

Just good information, real conversation and a chance to better understand your options.

September 21 at 6 PM at Rooted W**e Bar. Space is limited.

Address

Mount Pleasant, SC

Telephone

+18437323811

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