by Amy Refeca | May 30, 2019 | Financial Power of Attorney
Tips on Selecting Someone to Become Your Financial Power of Attorney Choosing who should hold the powers of attorney over vital areas of concern when making your estate plan is not a decision to be taken lightly. You need to know that the person you choose has the...
by Amy Refeca | May 23, 2019 | Estate Planning
Why You Should Create an Estate Plan Even If You Are Not Rich Many people believe that in order to need an estate plan, they should own a mansion on a massive plot of land, a multinational corporation, a fleet of yachts, and a handful of champion racehorses. This...
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...
