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...
by Amy Refeca | May 27, 2021 | Estate Planning, Guardianship, How We Help Women, Special Needs Planning, Special Needs Trusts, Trusts
This is the second blog post about special needs trusts, we are sharing three in total! This post is about first party special needs trusts, sometimes referred to as 1st party special needs trusts or 1st pty SNTs. We know that sometimes there are circumstances which...
by Amy Refeca | May 27, 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 one of the three...
by Amy Refeca | May 27, 2021 | Estate Planning, How We Help Women, Special Needs Planning, Special Needs Trusts, Trusts
If you have a child or sibling who has special needs, you need a different approach to estate planning. Why? Because if you want to provide for that child or sibling in your Will, there are more serious consequences to consider. For example, if your sibling is...
