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3 Reasons You Should Work With An Attorney When Preparing Your Will, Part 3

3 Reasons You Should Work With An Attorney When Preparing Your Will, Part 3

by Amy Refeca | May 31, 2021 | Estate Planning, How We Help Women, Last Will & Testament

Here we are sharing 3 reasons you should work with an attorney when preparing your will and other important documents in your estate plan.  We’ll share them in three separate posts and expand a little bit on each reason!  Here is reason number three of the three...
3 Reasons You Should Work With An Attorney When Preparing Your Will, Part 3

3 Reasons You Should Work With An Attorney When Preparing Your Will, Part 2

by Amy Refeca | May 29, 2021 | Estate Planning, Last Will & Testament

Here we are sharing 3 reasons you should work with an attorney when preparing your will and other important documents in your estate plan.  We’ll share them in three separate posts and expand a little bit on each reason! Here is reason number two of the three...
Special Needs Trusts: Pooled Trusts

Special Needs Trusts: Pooled Trusts

by Amy Refeca | May 27, 2021 | Estate Planning, Guardianship, How We Help Women, Special Needs Planning, Special Needs Trusts, Trusts

A pooled trust is a type of first party special needs trust.  In Georgia, there are approved providers of a pooled trusts, the one with the longest and most comprehensive history of helping Georgians and their families is the Georgia Community Trust, associated with...
Special Needs Trusts: 1st Party SNTs

Special Needs Trusts: 1st Party SNTs

by Amy Refeca | May 27, 2021 | Estate Planning, Guardianship, How We Help Women, Special Needs Planning, Special Needs Trusts, Trusts

This is the second blog post about special needs trusts, we are sharing three in total!  This post is about first party special needs trusts, sometimes referred to as 1st party special needs trusts or 1st pty SNTs.  We know that sometimes there are circumstances which...
3 Reasons You Should Work With An Attorney When Preparing Your Will, Part 3

3 Reasons You Should Work With An Attorney When Preparing Your Will, Part 1

by Amy Refeca | May 27, 2021 | Estate Planning, How We Help Women, Last Will & Testament

Here we are sharing 3 reasons you should work with an attorney when preparing your will and other important documents in your estate plan.  We’ll share them in three separate posts and expand a little bit on each reason! Here is reason number one of the three...
Special Needs Trusts: 3rd Party SNTs

Special Needs Trusts: 3rd Party SNTs

by Amy Refeca | May 27, 2021 | Estate Planning, How We Help Women, Special Needs Planning, Special Needs Trusts, Trusts

If you have a child or sibling who has special needs, you need a different approach to estate planning.  Why? Because if you want to provide for that child or sibling in your Will, there are more serious consequences to consider. For example, if your sibling is...
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ATLANTA WILLS + TRUSTS LAW GROUP

By Refeca Law, LLC

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Alpharetta, Georgia 30022

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Recent Blog Posts

When Should You Update Your Estate Plan? Pt. 4 The Fourth “D” = Death

When Should You Update Your Estate Plan? Pt. 4 The Fourth “D” = Death

Sep 15, 2021

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 of attorney, health...

Online Wills v. Attorney Prepared Wills: Pt. 2 Blended Families

Online Wills v. Attorney Prepared Wills: Pt. 2 Blended Families

Sep 1, 2021

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. ...

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