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How a Financial Power of Attorney Keeps Your Assets Protected If You Get Sick

How a Financial Power of Attorney Keeps Your Assets Protected If You Get Sick

by Amy Refeca | Jul 29, 2019 | Financial Power of Attorney, Estate Planning

How a Financial Power of Attorney Keeps Your Assets Protected If You Get Sick Everyone gets injured and ill during their lives.  Everyone will eventually pass away, maybe even from an injury or illness.  During these times of injury or illness, people can...
What Is A Limited, General, Springing And Durable Power of Attorney?

What Is A Limited, General, Springing And Durable Power of Attorney?

by Amy Refeca | Jun 19, 2019 | Estate Planning, Financial Power of Attorney, Healthcare POA

What Is A Limited, General, Springing And Durable Power of Attorney? Although many people have heard of the concept of a power of attorney, not as many are aware that there are many different types of powers of attorney (POA). Nor do they understand the difference...
How Often Should I Update My Will and Other Estate Papers?

How Often Should I Update My Will and Other Estate Papers?

by Amy Refeca | Jun 14, 2019 | Estate Planning

How Often Should I Update My Will and Other Estate Papers? Some people set up their will and other estate documents and then pretty much forget about them until the time comes to put them into action. This “plan” is never a good idea. The younger you are when you...
Setting Up A Trust and Making Sure It Is Safe When You Are Estranged

Setting Up A Trust and Making Sure It Is Safe When You Are Estranged

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,...
Why You Should Create an Estate Plan Even If You Are Not Rich

Why You Should Create an Estate Plan Even If You Are Not Rich

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...
What Does A Trust Do That A Will Cannot?

What Does A Trust Do That A Will Cannot?

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...
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Recent Blog Posts

Beneficiary Designations and Payable On Death Designations on Bank Accounts, Etc.

Beneficiary Designations and Payable On Death Designations on Bank Accounts, Etc.

May 20, 2025

Beneficiary designations and payable on death designations are a key way to avoid probate and ensure your monies go to who you want.

Avoiding Probate With a Living Trust

Avoiding Probate With a Living Trust

May 18, 2025

Living Trusts Avoid Probate, Wills Do Not. In Georgia, one of the best ways to avoid probate is to have a living trust.

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