About Us
Casey Schwartz
Attorney
Casey’s estate planning practice focuses on empowering families with improved lives today and a legacy for tomorrow. She prides herself on being the trusted advisor families can rely on to help them understand the often complex process of financial and legal decision making during the estate planning process.
Casey is originally from the Baltimore, MD area. She graduated from the University of Baltimore School of Law in 2012, and quickly went to work in the field of estate planning where she was exposed to the traditional, transactional model that far too often leaves many gaps which result in unnecessary conflict and lost assets.
As a mother to three children, Casey is reminded every day of the importance of life and legacy planning that leaves your loved ones with a sense of love, care and ease.
Casey resides in Mt. Pleasant, SC with her husband, Dave and three children. She is licensed to practice law in Maryland and South Carolina.
Dave Schwartz
Marketing Manager
Dave organizes community events for the law firm and introduces folks to our unique, relational approach to estate planning. He also works with our clients to ensure their trust plan is properly funded.
He is originally from Catonsville, MD and worked in the non-profit field before joining Schwartz Legacy Planning.
Dave is married to Casey, and they live in Mount Pleasant, SC with their three children.
Savana Rentschler
Client Services Coordinator
Savana assists and guides clients through the planning process to ensure their needs are met and the process is completed smoothly.
She is originally from Columbia and graduated from Charleston Southern University. Shortly after graduation she started her career in the legal field, assisting in both real estate law and estate planning. She is currently working on an advanced paralegal skills certification at Trident Tech.
When she’s not assisting clients, Savana is on the move. Whether it’s soaking up culture downtown or eating guinea pig in Peru, she is an avid traveler. Next on the list: Egypt and the Middle East.
