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Update Your Estate Plan? Pt. 2: The Second “D” = Divorce

Update Your Estate Plan? Pt. 2: The Second “D” = Divorce

by Amy Refeca | Jun 14, 2021 | Divorce, Estate Planning, How We Help Women, News

When should you update your estate plan?  We are asked this question quite a bit and the answer we have always shared the “Six D’s” with our clients: death, divorce, diagnosis, distance, dividend and dates. We discussed in Pt. 1: The First...
When Should You Update Your Estate Plan? Pt. 1: The First “D” = Diagnosis

When Should You Update Your Estate Plan? Pt. 1: The First “D” = Diagnosis

by Amy Refeca | Jun 3, 2021 | Estate Planning, Financial Power of Attorney, Guardianship, Healthcare POA, How We Help Women, Last Will & Testament, Trusts

When should you update your estate plan?  We focus on the Six “D”s when we work with clients and educate others.  The first “D” of when you should pull out your estate planning documents and think of whether they need to be updated or not is D...
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...
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ATLANTA WILLS + TRUSTS LAW GROUP

By Refeca Law, LLC

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Alpharetta, Georgia 30009

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Recent Blog Posts

When You Die Without A Will: Pablo Picasso Died Without One

When You Die Without A Will: Pablo Picasso Died Without One

Oct 18, 2021

Ever wonder what happens when you die without a will?  Well you don't need to wonder, you just need to pull up a few headlines in the newspaper to check out what has happened to the wealth of a famous person who died without a will.  That's right.  If a famous person,...

When Should You Update Your Estate Plan? Pt. 5 The Fifth “D” = birthDay

When Should You Update Your Estate Plan? Pt. 5 The Fifth “D” = birthDay

Sep 25, 2021

When should you update your estate plan???  We have been working on this six part series now for a few months, focusing on one "D" at a time.  This "D", our fifth "d" in the series, is kind of a play on words.  We admit it.  But it is another birthDay. We know estate...

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