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...
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. ...
by Amy Refeca | Aug 12, 2021 | Estate Planning, Guardianship, How We Help Women, Last Will & Testament, Living Will, Special Needs Planning, Trusts
We are asked to review online wills for potential new clients all of the time. A large majority of them are wills that they obtained in a “kit” or downloaded from the internet off of a site for “do it yourself” estate planning. I’m not...
by Amy Refeca | Jul 24, 2021 | Estate Planning, How We Help Women, Last Will & Testament
Technically, women already have an estate plan. In fact, every woman in every single state in the United States has one. The government has given you one based on what THEY think and want to have happen to you and your property. The best way to answer this question...
by Amy Refeca | Jul 20, 2021 | Estate Planning, How We Help Women, Last Will & Testament
Who Is An Heir in Georgia. There is a difference between a beneficiary and an heir at law. Here are the definitions: A beneficiary is: someone is named in a document (in this instance a will) and is set to receive whatever share, item or property identified...
by Amy Refeca | Jul 13, 2021 | Estate Planning, How We Help Women, Last Will & Testament, Trusts
We work with moms. One of the first things we discuss with moms (and dads) when we meet with them in our consultation is why they need a trust and why a basic or simple will won’t work. We’d like to share that information with you, also. So why...
