Casey Schwartz

SCHWARTZ LEGACY PLANNING, LLC
http://www.schwartzlegacyplanning.com/

Areas of Focus: Kids Protection Planning, Life and Legacy Planning

Licensed States: Maryland, South Carolina

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What to expect from Casey Schwartz

A 15- minute introductory call to understand your goals and needs.
2-Hour Working Life & Legacy Planning Session: A comprehensive look at your current family dynamics and your assets, including a comprehensive inventory of everything you have so none of it is ever lost.
Education on how the law impacts your family and assets, focused specifically on your County, State and Country of residence.
A transparent discussion of your options to care for what matters most to you, no matter what happens. Planning options that work for you and the people you love. Relational, compassionate counsel to help you make "eyes wide open" choices for yourself and the people you love.
A clear plan (not just documents) for how your assets and those you love will be taken care of, throughout every stage of life, and in the event of your incapacity or death.

About Casey Schwartz

“Wow, this has been SO EASY! Thank you!” I love hearing those words from clients.

As a Personal Family Lawyer, we hear that from clients regularly, and it is so different than the typical transactional practice of law where you barely interact with the client. I truly LOVE getting to know my clients and giving them the gift of peace of mind.

I graduated from law school in 2012 at the University of Baltimore School of Law. I am originally from Maryland, and shortly thereafter, I relocated to the State of South Carolina where I spent some time being a mom to my now three children.

While I was home with my children, I dreamed about practicing law in a meaningful, relational way where I could also have the flexibility to be a present mom to my children. During that time I happened upon Ali Katz and I’m so glad I did! I started my law firm at the end of 2019 and never looked back.

I live in Mount Pleasant, SC with my husband and three children. I love going to the beach, eating good food, reading and attending my kids’ various sporting events.

Testimonials

We found Casey through a recommendation on Nextdoor. I reached out to several lawyers and she was by far the best. It was wonderful to work with her and her team. It’s not easy to plan for a time when you will no longer be around, but it’s important for one’s family. Casey made it a wonderful experience and we had all the handholding we needed. I would HIGHLY recommend her services. I’ve already had family and friends to work with her as well. – Josh B.

Casey and Dave were great to work with. They were extremely helpful in guiding us through the process of setting up a trust. I highly recommend using them for your legacy planning needs. I was impressed with their thoughtful approach to planning for our children’s needs both financially and emotionally in the event that we could not be there for them. Casey made it super easy for us and I appreciate that. – David P.

Honestly, a really terrific experience with Schwartz Legacy. I feel like I walked away with 2 friends that have my back. They go above and beyond! The whole process was easy, it wasn’t confusing, and they do a legacy interview at the end (which is pretty unheard of amongst other ppl I know that have a trust… it’s a a top notch idea that I really appreciated). Would recommend Schwartz to anyone and everyone. – Ali R.

Estate planning is never any easy topic of conversation to have but Casey was able to guide us through. She has a very simple and carefully thought out plan to make sure our loved ones are taken care of. She brought up things we had never contemplated and was very professional every step of the way. We’d recommend Casey for anyone that needs to get started on this very important part of parenting. – Sue A.

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THE PERSONAL FAMILY LAWYER PROMISE

What makes PFL lawyers different?

How you hire us.

We begin with a comprehensive inventory of everything you own, and everyone you love, and consider it all in a working meeting, called a Family Wealth Planning Session, to guide you to clarify your financial life and legacy goals before we draft a single document.
How we plan.

We work with you throughout every life stage to map out the most likely scenarios for you and the people you love, planning for each as your life, the law, and your assets change over time.
What we protect.

Our Life & Legacy Planning process ensures everything that matters most -- from your financial assets to your values, insights, stories and experience -- are captured and documented during your life and cared for over the generations to come.
What you see.

Transparency in our process, and our fees … all of which are flat fees, agreed to in advance, based on your choices and with no surprises, ensuring we stay on the same side of the table - supporting you to make a lifetime of great decisions - every step of the way.
How we deliver.

Our systems help you get clear and organized, overcoming the exact issues that keep most estate plans from actually working when they are needed most. We help you leave your family with a gift of love, and not a mess.
How our plans work.

One-and-done estate plans focused only on money are a recipe for a big mess. We help you throughout every stage of life and be there for the people you love, when you can’t be.