by Amy Refeca | Nov 15, 2018 | Last Will & Testament, Estate Planning, Trusts
It depends. It depends on your goals going into estate planning. The who, why and what. (Questions your attorney should be asking you before you plan…) In this instance: Who are you protecting? Your young kids. What are you protecting? Monies you want your...
by Amy Refeca | Oct 7, 2018 | Trusts
Recently we shared an article which discussed three types of special needs trusts; third-party special needs trusts, first-party special needs trusts and pooled trusts. We also shared that we generally think of any trust, special needs or otherwise, as boxes to safe...
by Amy Refeca | Oct 5, 2018 | Estate Planning, Last Will & Testament, Trusts
“What Happens If I Am In the Middle of a Divorce and My Spouse Dies?” Short answer: Divorce proceeding ends because the marriage ended at the death of the person. Long answer: There still needs to be decisions about the money, things, property, and...
by Amy Refeca | Oct 5, 2018 | Guardianship, Estate Planning
As you know, having guardianship papers and an estate plan set up is an important step in adulthood. But you may not realize that just as important is being familiar with your guardianship papers and estate plan. Let’s take a look at each form you might have....
by Amy Refeca | Oct 5, 2018 | Estate Planning
Having estate planning forms filled out and set up is a very important step as an adult. Most people, however, do not think about having an estate plan until they are close to retirement age or older. Many people do not want to think about the possibility of not being...
