by Amy Refeca | Aug 15, 2022 | Advance Directive for Health Care, Estate, Estate Planning, Financial Power of Attorney, Guardianship, Healthcare POA, Incapacity, Last Will & Testament, Power of Attorney, Probate, Trusts
The Documents In Your Estate Plan! First, I want to tell you what is an “estate”? Your “estate,” for purposes of our conversation, is made up of what is in your name when you die. Your “estate” owns all of it the second after your die (figuratively speaking). Then...
by Amy Refeca | May 10, 2022 | Advance Directive for Health Care, Estate Planning, Guardianship, Healthcare POA
The four things your health care agent can do under your Georgia Advance Directive for Health Care, sometimes referred to as a health care power of attorney, are: make treatment health care decisions for YOU, access YOUR private and protected health information, make...
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 | 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 | Jun 16, 2021 | Estate Planning, Financial Power of Attorney, Guardianship, Healthcare POA, How We Help Women, Last Will & Testament, Trusts
Did your attorney ask you these three things before they signed you up? Why? Who? What? If not, your estate plan may not be the right plan for you, your family, your kids. Wills, powers of attorney for finance and advance directives for health care and trusts work for...
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...
