Topics in this conversation include:

• Welcoming Matt and Previewing Today’s Episode (0:33)
• Foundational Principle of Estate Planning (2:37)
• Four Primary Ways Assets Pass (3:19)
• Limitations of Beneficiary Designations (6:04)
• Understanding Survivorship Assets (8:17)
• Common Misconceptions about Joint Ownership (10:34)
• Risks of Adding Children as Co-Owners (12:36)
• Wills vs. Revocable Trusts (15:08)
• Benefits of Revocable Trusts (18:01)
• Dynamic Nature of Estate Planning (21:18)
• Actionable Advice and Key Takeaways (23:05)

TFE Talks: Navigating Wealth, Business, and Legacy is the official podcast from Thomas, Fisher & Edwards, a premier estate planning and business advising law firm in Greenville, South Carolina. Each episode, our attorneys break down complex legal topics—covering estate planning, business strategy, and legacy building—into clear, actionable insights. Whether you're refining a plan with our team or preparing for the future, this podcast serves as your go-to resource for thoughtful, strategic planning. Tune in for guidance that helps you protect what matters most. Learn more at www.tfelawfirm.com.

The information provided in this podcast is for general informational purposes only and should not be considered legal advice. Listening to this podcast does not create an attorney-client relationship with Thomas, Fisher & Edwards or any of its attorneys. Laws and regulations vary, and legal matters are highly fact-specific. For personalized legal guidance, please consult with a qualified attorney.

Thomas, Fisher & Edwards is a premier law firm based in Greenville, South Carolina, providing elite and personalized legal counsel for individuals, families, and businesses. With a Tier 1 ranking in seven practice areas by Best Law Firms® in 2024, the firm is known for its high-touch, sophisticated approach to legal solutions.

For over two decades, TFE has guided clients through estate planning, business law, mergers & acquisitions, business succession, trusts, and more, ensuring their legacy, wealth, and enterprises are protected. Their commitment to integrity, excellence, and innovation sets them apart as a trusted partner for those navigating complex legal challenges.

Learn more at www.tfelawfirm.com.