Happy 230th birthday to the State of South Carolina! The Palmetto State became a state on May 23, 1788. There are countless legacies in the generations of South Carolinians who have come and gone. What will be your financial legacy?
Say “I Love You” to your family by creating a Legacy Box and organizing all your essential documents like deeds, insurance policies, investment documents, estate plan, will, power of attorney, birth certificates, passports, marriage licenses, and access codes to lockboxes. If you become disabled, someone you love can access your Legacy Box and handle your financial life. If your house catches on fire, take your Legacy Box with you as you leave.
Pick a date prior to your next birthday and make a plan to have your Legacy Box in place. That’s a birthday gift for yourself that will last for a long time.