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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

by Amy Refeca | Oct 7, 2026 | Administration, Estate, Estate Planning, Living Will, Revocable Living Trust, Trusts

I help clients create trusts EVERY. SINGLE. DAY. I have an attorney-client relationship with the client(s). I don’t have one with the people they name in their trusts who are going to get property or money after they pass away.  Those people are called...
Myth #2: “I’m Too Young to Worry About Estate Planning.”

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

by Amy Refeca | Aug 10, 2026 | Estate Planning, How We Help Women

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...
Myth #3: “I Don’t Need A Will (Nor Does My Spouse) Because My Spouse Inherits Everything …. Right?

Myth #3: “I Don’t Need A Will (Nor Does My Spouse) Because My Spouse Inherits Everything …. Right?

by Amy Refeca | Jul 17, 2026 | Estate Planning, How We Help Women

One of the most common misconceptions I hear from married women is, “Everything will just go to my husband if something happens to me.” While that may sound reasonable, it isn’t always how Georgia law works. Many people assume that being married...
Myth #1: “I Don’t Need a Will Because I’m Not Wealthy.”

Myth #1: “I Don’t Need a Will Because I’m Not Wealthy.”

by Amy Refeca | Jul 17, 2026 | Estate Planning, How We Help Women

One of the biggest misconceptions I hear from women is, “I don’t have enough to need a will.” Maybe you’re raising children, building your career, recently divorced, starting over, or simply living comfortably without what you would consider...
What Are We Really Talking About? Your Money, Property and Things.  What.

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

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

Who Are the Most Important People in Your Estate Plan?

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...
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Alpharetta, Georgia 30009

(770) 508-6525

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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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