Schwartz Legacy Planning

Schwartz Legacy Planning, based in Mount Pleasant, South Carolina, specializes in estate planning and financial services. Founded and owned by Casey Schwartz, Esq., the company has been operational since December 2019. They offer services such as estate planning, trust administration, and legal advice to help clients manage and preserve their wealth. Key personnel include Elizabeth Murphey, the Director of Client Services. The company generates revenue through consultation fees and legal services related to estate planning and financial management.

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