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...
by Amy Refeca | Jul 13, 2021 | Estate Planning, How We Help Women, Last Will & Testament, Trusts
We work with moms. One of the first things we discuss with moms (and dads) when we meet with them in our consultation is why they need a trust and why a basic or simple will won’t work. We’d like to share that information with you, also. So why...
by Amy Refeca | Jul 7, 2021 | News
What is a Will? Here is a very, very basic breakdown of what a will is (and isn’t): A legal, binding document Goes into effect when you die Can be changed up until you die Needs to be signed in a certain way or isn’t valid and enforceable (subject to laws of state you...
by Amy Refeca | Jun 22, 2021 | Estate Planning, How We Help Women, Last Will & Testament, Living Will
Amy Whinehouse died without a will. She died intestate. She died without making clear what she wanted to happen to her nearly $7 million dollar estate. She died without making clear what she wanted to have happen to her remains, her body, after she died. She died...
by Amy Refeca | Jun 18, 2021 | Estate Planning, Financial Power of Attorney, Healthcare POA, How We Help Women, Last Will & Testament, Living Will, 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 dates. In other words, if someone or something in your last will and testament, financial...
