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• 1. D

     Living Will in addition to Health Care POA?

     Thanks for that perspective.

     • DocPit45
     • Post #3
     • Feb 27, 2021
     • Forum: Wills, Trusts and Estate Planning
  2. D

     Living Will in addition to Health Care POA?

     What is the name of your state? South Carolina Articles I have read suggest it is wise to have a living will and a health care POA. I don't see any circumstance in which a health care POA would not cover a situation which would be covered by a living will. The South Carolina Health Care Power...

     • DocPit45
     • Thread
     • Feb 22, 2021
     • Replies: 3
     • Forum: Wills, Trusts and Estate Planning
  3. D

     Specifying the beneficiary of an investment account

     So, the beneficiary of the IRA is simply The MyName Living Trust. My minor grandson becomes the IRA beneficiary as specified in the Trust. Correct?

     • DocPit45
     • Post #5
     • Dec 12, 2020
     • Forum: Wills, Trusts and Estate Planning
  4. D

     Specifying the beneficiary of an investment account

     What is the name of your state? South Carolina I just created a living trust. My daughter is the successor trustee. My minor grandson, Alfred Smith, is the beneficiary of an investment account, Vanguard IRA Acct # 12345. 1) The trust lists Vanguard IRA Acct # 12345 in the schedule of...

     • DocPit45
     • Thread
     • Dec 12, 2020
     • Replies: 12
     • Forum: Wills, Trusts and Estate Planning
  5. D

     Affidavit and out of state residence

     Thanks very much for the information.

     • DocPit45
     • Post #5
     • Nov 17, 2020
     • Forum: Wills, Trusts and Estate Planning
  6. D

     Affidavit and out of state residence

     What is the name of your state? South Carolina I'm thinking about whether my daughter, who lives out of state, could use a small estate affidavit to inherit a vehicle that is not included in my trust. Presumably, she could if the vehicle is worth less than $25K. However, in SC, the affidavit's...

     • DocPit45
     • Thread
     • Nov 17, 2020
     • Replies: 4
     • Forum: Wills, Trusts and Estate Planning
  7. D

     Transferring title from a living trust

     Assume that the original Trustee/Grantor, Frank Smith, owned the house outright. There are no encumbrances. Upon the death of Frank Smith, Sam Jones, the successor trustee and the beneficiary of the house as assigned in the trust, owns the house as "Sam Jones, Trustee of the Frank Smith Living...

     • DocPit45
     • Post #8
     • Nov 16, 2020
     • Forum: Wills, Trusts and Estate Planning
  8. D

     Transferring title from a living trust

     What is the name of your state? South Carolina Sam Jones is named successor trustee for The Frank Smith Living Trust. Sam Jones also is named in the trust as the beneficiary of a house. The original trustee, Frank Smith, dies. My understanding is that the successor trustee, Sam Jones, also...

     • DocPit45
     • Thread
     • Nov 14, 2020
     • Replies: 10
     • Forum: Wills, Trusts and Estate Planning
  9. D

     Affidavits and Simplified Probate

     What is the name of your state? South Carolina For small estates, as alternatives to normal probate, South Carolina allows a beneficiary to claim assets through either an affidavit or simplified probate. According to Nolo, "You can use the simplified small estate process in South Carolina if...

     • DocPit45
     • Thread
     • Nov 12, 2020
     • Replies: 4
     • Forum: Wills, Trusts and Estate Planning
  10. D

      Does future inheritance affect FAFSA

      What is the name of your state? SC If my grandchildren are named as beneficiaries of a trust upon my passing, will that future inheritance affect the assessment of their current need on financial aid applications like FAFSA?

      • DocPit45
      • Thread
      • Aug 3, 2018
      • Replies: 4
      • Forum: Wills, Trusts and Estate Planning