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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

I Trust You: What Can the Attorney Say or Not Say After A Client Passes When There is a Trust

I Trust You: What Can the Attorney Say or Not Say After A Client Passes When There is a Trust

Oct 7, 2026

If you are a beneficiary of a trust in Georgia, you may wonder whether the attorney who prepared the trust must give you a copy after the client dies. Generally, the attorney’s duties are different from the trustee’s duties. Understanding who represents whom—and who must provide information—can help prevent confusion during trust administration.

Myth #2: “I’m Too Young to Worry About Estate Planning.”

Myth #2: “I’m Too Young to Worry About Estate Planning.”

Aug 10, 2026

One of the most common things I hear from women in their twenties, thirties, and even forties is, "Estate planning is something I'll do later." Later, when the kids are older. Later, when I have more money. Later, when I retire. Later, when life slows down. The...

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