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When Should You Update Your Estate Plan? Pt. 4 The Fourth “D” = Death

When Should You Update Your Estate Plan? Pt. 4 The Fourth “D” = Death

by Amy Refeca | Sep 15, 2021 | Divorce, Estate Planning, Guardianship, How We Help Women, Last Will & Testament, Trusts

When you should update your estate plan depends on the Six D’s.  What are the “Six D’s”? They are: death, divorce, diagnosis, distance, dividend and days.  In other words, if someone or something in your last will and testament, financial power...
Online Wills v. Attorney Prepared Wills: Pt. 2 Blended Families

Online Wills v. Attorney Prepared Wills: Pt. 2 Blended Families

by Amy Refeca | Sep 1, 2021 | Divorce, Estate Planning, How We Help Women, Last Will & Testament, Trusts

This is part two of the differences between a will obtained online versus a will prepared by an attorney you have thoughtfully worked with for your planning.  We mentioned in part one that we are asked to review online wills for potential new clients all of the time. ...
Update Your Estate Plan? Pt. 2: The Second “D” = Divorce

Update Your Estate Plan? Pt. 2: The Second “D” = Divorce

by Amy Refeca | Jun 14, 2021 | Divorce, Estate Planning, How We Help Women, News

When should you update your estate plan?  We are asked this question quite a bit and the answer we have always shared the “Six D’s” with our clients: death, divorce, diagnosis, distance, dividend and dates. We discussed in Pt. 1: The First...

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Recent Blog Posts

What Are We Really Talking About? Your Money, Property and Things.  What.

What Are We Really Talking About? Your Money, Property and Things. What.

Mar 7, 2026

When people think about estate planning, they often assume we are talking about documents — wills, trusts, powers of attorney. But before any document is drafted, there is a more foundational conversation that has to happen. What do you own, and how do you own it?...

What Are We Really Talking About? Your Money, Property and Things.  What.

Who Are the Most Important People in Your Estate Plan?

Mar 1, 2026

When most people begin thinking about estate planning, they instinctively focus on assets. The house. The retirement accounts. The business. The investment portfolio. But estate planning does not truly begin with property — it begins with people. And the first person...

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