TS Mitchell Financial, LLC

Independent and Trusted Wealth
Management Since 1984

A Registered Investment Advisory Firm

INSURE. INVEST. ENVISION.

voice: 803.348.4483  

facsimile: 803.828.9248

email: Solutions@tsmitchell.com

Building Generational Wealth, Not Debt

Effective estate management enables you to manage your affairs during your lifetime and control the distribution of your wealth after death. An effective estate strategy can spell out your healthcare wishes and ensure that they're carried out – even if you are unable to communicate. It can even designate someone to manage your financial affairs should you be unable to do so.

 
 
Estate Management 101

Estate Management 101

A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate

Understanding the Alternate Valuation Date

Understanding the Alternate Valuation Date

Executors can value the estate on the date of death, or on its six-month anniversary —the “Alternate Valuation Date."

Charitable Giving: Smart from the Heart

Charitable Giving: Smart from the Heart

Do you have causes that you want to support with donations? Here are three tips.