by Amy Refeca | Mar 7, 2026 | Bank Accounts, Estate, Estate Planning, How We Help Women, Insurance, Real Estate
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?...
by Amy Refeca | Mar 1, 2026 | College Age Kids, Estate, Estate Planning, How We Help Women
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...
by Amy Refeca | Feb 26, 2026 | Administration, Estate, Estate Planning, How We Help Women, Last Will & Testament, Probate
Women as Estate Executors: Guiding Your Family Through the Process When someone you love passes away and you discover you’ve been named the Executor (called a Personal Representative in Georgia), it can feel like a mix of honor and pressure all at once. Very often,...
by Amy Refeca | Feb 24, 2026 | Estate, Estate Planning, How We Help Women
People rarely wake up one morning excited to create an estate plan. The decision to call an estate planning attorney or send that first email usually comes after something shifts, something happened. Sometimes the shift is dramatic, and sometimes it is quiet, but...
by Amy Refeca | Oct 7, 2025 | Administration, Estate, Estate Planning, Living Trusts, Probate
Avoid probate! Have a living trust. Then your assets, your decisions about how the money you leave your children is managed is OUT OF the probate process. A revocable living trust lets you manage your assets during life and pass them directly to your children...
by Amy Refeca | Oct 7, 2025 | Administration, Estate, Estate Planning, Guardianship, How We Help Women, Last Will & Testament, Probate
Naming a guardian in your will is important—but it’s not always enough. The probate court must still approve the guardian, and if your will is contested or unclear, that process can delay who cares for your children. Also, guardianship is not something you want to...
