by Amy Refeca | Jun 13, 2019 | Estate Planning
Setting Up A Trust and Making Sure It Is Safe When You Are Estranged Betty and her daughter have had problems for years, and they no longer talk. Her daughter is prone to unpredictable behavior and has never been good at money management. Unfortunately for Betty,...
by Amy Refeca | May 31, 2019 | Guardianship
Do You Love Your Family? Why Guardianship Matters Today! As mothers, we love our children — it is, perhaps, our defining quality. Everything we do is for and about them in the end. But in the back of our minds, we always labor with the uneasy knowledge that if...
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...
