by Amy Refeca | Jun 3, 2021 | Estate Planning, Financial Power of Attorney, Guardianship, Healthcare POA, How We Help Women, Last Will & Testament, Trusts
When should you update your estate plan? We focus on the Six “D”s when we work with clients and educate others. The first “D” of when you should pull out your estate planning documents and think of whether they need to be updated or not is D...
by Amy Refeca | May 31, 2021 | Estate Planning, How We Help Women, Last Will & Testament
Here we are sharing 3 reasons you should work with an attorney when preparing your will and other important documents in your estate plan. We’ll share them in three separate posts and expand a little bit on each reason! Here is reason number three of the three...
by Amy Refeca | May 29, 2021 | Estate Planning, Last Will & Testament
Here we are sharing 3 reasons you should work with an attorney when preparing your will and other important documents in your estate plan. We’ll share them in three separate posts and expand a little bit on each reason! Here is reason number two of the three...
by Amy Refeca | May 28, 2021 | News
Summer has arrived and so have beaches, sun screen, pool noodles and more. Summer also brings moms calling our office because they want to get their last will and testament and nomination of guardianship in place before they leave for their trip. This summer, we...
by Amy Refeca | May 27, 2021 | Estate Planning, Guardianship, How We Help Women, Special Needs Planning, Special Needs Trusts, Trusts
A pooled trust is a type of first party special needs trust. In Georgia, there are approved providers of a pooled trusts, the one with the longest and most comprehensive history of helping Georgians and their families is the Georgia Community Trust, associated with...
