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When Should You Update Your Estate Plan? Pt. 4 The Fourth “D” = Death

When Should You Update Your Estate Plan? Pt. 4 The Fourth “D” = Death

by Amy Refeca | Sep 15, 2021 | Divorce, Estate Planning, Guardianship, How We Help Women, Last Will & Testament, Trusts

When you should update your estate plan depends on the Six D’s.  What are the “Six D’s”? They are: death, divorce, diagnosis, distance, dividend and days.  In other words, if someone or something in your last will and testament, financial power...
Online Wills v. Attorney Prepared Wills: Pt. 2 Blended Families

Online Wills v. Attorney Prepared Wills: Pt. 2 Blended Families

by Amy Refeca | Sep 1, 2021 | Divorce, Estate Planning, How We Help Women, Last Will & Testament, Trusts

This is part two of the differences between a will obtained online versus a will prepared by an attorney you have thoughtfully worked with for your planning.  We mentioned in part one that we are asked to review online wills for potential new clients all of the time. ...
Online Wills v. Attorney Prepared Wills: Pt. 2 Blended Families

Online Wills vs. Attorney Prepared Wills: Pt. 1 Minor Children

by Amy Refeca | Aug 12, 2021 | Estate Planning, Guardianship, How We Help Women, Last Will & Testament, Living Will, Special Needs Planning, Trusts

We are asked to review online wills for potential new clients all of the time.  A large majority of them are wills that they obtained in a “kit” or downloaded from the internet off of a site for “do it yourself” estate planning.  I’m not...
Why Do Women Need A Will?

Why Do Women Need A Will?

by Amy Refeca | Jul 24, 2021 | Estate Planning, How We Help Women, Last Will & Testament

Technically, women already have an estate plan.  In fact, every woman in every single state in the United States has one.  The government has given you one based on what THEY think and want to have happen to you and your property.  The best way to answer this question...
Who is an heir in Georgia?

Who is an heir in Georgia?

by Amy Refeca | Jul 20, 2021 | Estate Planning, How We Help Women, Last Will & Testament

Who Is An Heir in Georgia. There is a difference between a beneficiary and an heir at law. Here are the definitions: A beneficiary is: someone is named in a document (in this instance a will) and is set to receive whatever share, item or property identified...
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Recent Blog Posts

Beneficiary Designations and Payable On Death Designations on Bank Accounts, Etc.

Beneficiary Designations and Payable On Death Designations on Bank Accounts, Etc.

May 20, 2025

Beneficiary designations and payable on death designations are a key way to avoid probate and ensure your monies go to who you want.

Avoiding Probate With a Living Trust

Avoiding Probate With a Living Trust

May 18, 2025

Living Trusts Avoid Probate, Wills Do Not. In Georgia, one of the best ways to avoid probate is to have a living trust.

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