by Amy Refeca | Aug 30, 2024 | Bank Accounts, Estate Planning, Funding, Insurance, Living Trusts, Probate, Real Estate, Revocable Living Trust, Trust Funding, Trusts
Trust funding is a topic we focus on quite a bit at Atlanta Wills & Trusts because, frankly, we think it is THE most important part of a trust based estate plan. Because we think this, we felt that we should share some resources with everyone on this topic,...
by Amy Refeca | Mar 6, 2024 | Advance Directive for Health Care, Estate Planning, Healthcare POA, Incapacity, Mental Health, Power of Attorney, Psychiatric Advance Directive, Special Needs Planning
In 2022, a new legal form came into being: Psychiatric Advance Directive. A link to this form in PDF fillable version can be found on the Georgia Mental Health Consumer Network’s website. The acronym for this form is PAD. What does this form do that your...
by Amy Refeca | Feb 22, 2024 | Estate, Estate Planning, Last Will & Testament, Probate, Revocable Living Trust, Trusts
What is a trust? This is a super common question we get at Atlanta Wills and Trusts. It is typically followed up by a few additional questions. Do I need a trust? Do I need a will if I have a trust? Short answers: A trust is a beautiful wooden box. You put things...
by Amy Refeca | Feb 1, 2024 | Estate Planning, How We Help Women, Revocable Living Trust, Trusts
Revocable Living Trusts are real and women, especially, should consider having a living trust as part of their estate plan. Not because my grandmother, one of the best women who ever lived, had a hope chest at the foot of her bed. Women need living trusts because...
by Amy Refeca | Jan 25, 2024 | Estate Planning, How We Help Women, Last Will & Testament
We are jumping into the arena of “I don’t need a will because…” again. This time, we are talking about women who say they don’t need a will because their children will take care of them. Well, that may be true. Or maybe it isn’t....
by Amy Refeca | Jan 18, 2024 | Estate Planning, How We Help Women, Last Will & Testament
As a wills attorney, I hear quite often the phrase “I don’t need a will because…” Today I’ll finish that sentence off with ….. “I do not have children.” My immediate response is to ask them whether or not they an opinion...
