by Amy Refeca | Feb 20, 2025 | Advance Directive for Health Care, Bank Accounts, Estate, Estate Planning, Funeral Planning, Healthcare POA, How We Help Women, Incapacity, Living Will, Mental Health, Probate
Thinking about your own passing is tough—there’s no way around that. But if you’re reading this, it probably means you want to make things easier for your family when the time comes. And that’s a beautiful thing. While none of us like to dwell on the end, having a...
by Amy Refeca | Sep 9, 2024 | Bank Accounts, Estate Planning, Funding, Living Trusts, Probate, Revocable Living Trust, Trust Funding, Trusts
Trust funding is KEY to ensuring your living trust based plan actually works. We have already posted about this in several posts. You can check out this post on “what is trust funding” and this post on “why it is so important.” This post...
by Amy Refeca | Sep 2, 2024 | Administration, Bank Accounts, Estate Planning, Funding, Insurance, Living Trusts, Probate, Revocable Living Trust, Trust Funding, Trusts
We are sharing resources on trust funding because WE think it is the most important step in preparing a living trust based estate plan. But why do we think this? And why should you also think this? This is how we talk with our clients and potential clients about...
by Amy Refeca | Aug 30, 2024 | Bank Accounts, Estate Planning, Funding, Insurance, Living Trusts, Probate, Real Estate, Revocable Living Trust, Trust Funding, Trusts
Trust funding is a topic we focus on quite a bit at Atlanta Wills & Trusts because, frankly, we think it is THE most important part of a trust based estate plan. Because we think this, we felt that we should share some resources with everyone on this topic,...
