by Amy Refeca | Jun 13, 2019 | Estate Planning
Setting Up A Trust and Making Sure It Is Safe When You Are Estranged Betty and her daughter have had problems for years, and they no longer talk. Her daughter is prone to unpredictable behavior and has never been good at money management. Unfortunately for Betty,...
by Amy Refeca | May 23, 2019 | Estate Planning
Why You Should Create an Estate Plan Even If You Are Not Rich Many people believe that in order to need an estate plan, they should own a mansion on a massive plot of land, a multinational corporation, a fleet of yachts, and a handful of champion racehorses. This...
by Amy Refeca | Nov 15, 2018 | Last Will & Testament, Estate Planning, Trusts
It depends. It depends on your goals going into estate planning. The who, why and what. (Questions your attorney should be asking you before you plan…) In this instance: Who are you protecting? Your young kids. What are you protecting? Monies you want your...
by Amy Refeca | Oct 5, 2018 | Estate Planning, Last Will & Testament, Trusts
“What Happens If I Am In the Middle of a Divorce and My Spouse Dies?” Short answer: Divorce proceeding ends because the marriage ended at the death of the person. Long answer: There still needs to be decisions about the money, things, property, and...
by Amy Refeca | Oct 5, 2018 | Guardianship, Estate Planning
As you know, having guardianship papers and an estate plan set up is an important step in adulthood. But you may not realize that just as important is being familiar with your guardianship papers and estate plan. Let’s take a look at each form you might have....
by Amy Refeca | Oct 5, 2018 | Estate Planning
Having estate planning forms filled out and set up is a very important step as an adult. Most people, however, do not think about having an estate plan until they are close to retirement age or older. Many people do not want to think about the possibility of not being...
