by Amy Refeca | Oct 8, 2024 | Administration, Estate, Estate Planning, Financial Power of Attorney, Healthcare POA, How We Help Women, Last Will & Testament, Living Trusts, Power of Attorney, Probate, Revocable Living Trust
A Simple Guide for Women in Georgia about Estate Planning. Estate planning is often seen as something that only the super-wealthy or older people need to worry about, but it’s something every woman should consider—no matter her stage in life. Whether you’re a single...
by Amy Refeca | Sep 21, 2024 | Estate Planning, Funding, Incapacity, Insurance, Living Trusts, Probate, Revocable Living Trust, Special Needs Planning, Trust Funding, Trusts
Funding is the key to ensuring your Living Trust works for you and your family. Most people who have trust have life insurance. How do you make sure that life insurance proceeds are protected for your family? You make sure that your life insurance is funded...
by Amy Refeca | Sep 12, 2024 | Estate Planning, Funding, Living Trusts, Real Estate, Revocable Living Trust, Trust Funding, Trusts
Trust funding includes protecting your home. Let’s start by explaining “what is a trust.” We have a few other resources here to explain that, also. We’ll put a link at the bottom of this article for you with those resources. But a short way...
by Amy Refeca | Sep 9, 2024 | Bank Accounts, Estate Planning, Funding, Living Trusts, Probate, Revocable Living Trust, Trust Funding, Trusts
Trust funding is KEY to ensuring your living trust based plan actually works. We have already posted about this in several posts. You can check out this post on “what is trust funding” and this post on “why it is so important.” This post...
by Amy Refeca | Sep 2, 2024 | Administration, Bank Accounts, Estate Planning, Funding, Insurance, Living Trusts, Probate, Revocable Living Trust, Trust Funding, Trusts
We are sharing resources on trust funding because WE think it is the most important step in preparing a living trust based estate plan. But why do we think this? And why should you also think this? This is how we talk with our clients and potential clients about...
