Estate & Legacy Planning

Estate planning is all about your loved ones and controlling your money for their sake.

Did you know that your estate may go to probate no matter what? Whether you have a will or not doesn’t matter, because a judge must validate and execute your will. If you don’t have a will, the state of South Carolina has one for you… and you might not like it!

The probate process is long and drawn-out, where all your financial affairs are made public and people can contest they are owed some of your money. Because of that, attorneys can easily collect 5%-10% of your gross estate in fees!

All that can be easily avoided with proper estate planning. That’s why, at Bowen Financial Group, we prefer using a Revocable Living Trust to keep your affairs private by avoiding probate, making sure your money goes where you want it to go and reducing the overall cost. Our type of trust and estate planning strategies are innovative and intuitive. Our Legacy Checklist can help you identify your current exposure and which areas need attention.

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