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...
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...
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...
by Amy Refeca | Mar 25, 2020 | Estate Planning, Financial Power of Attorney, Guardianship, Healthcare POA, How We Help Women, Last Will & Testament, Living Will, Trusts
Single parents find themselves in a precarious position. If something happened to you, the future health, well-being, and financial stability of your child would be uncertain. That’s why taking the necessary steps to create an estate plan ranks among the most...
by Amy Refeca | Mar 9, 2020 | Guardianship, Estate Planning
Becoming a parent can be an eye-opening experience in many ways. It provides a sometimes new perspective on the bonds of unconditional love. That joy also comes with the greatest responsibility anyone can take on in their lifetime, the health, well-being, and...
by Amy Refeca | Jan 20, 2020 | Estate Planning, Financial Power of Attorney, Guardianship, Healthcare POA, Last Will & Testament, Living Will, Trusts
Are you overwhelmed by everything you need to do to create an estate plan? While it’s better to have everything in place now, if that’s too much to handle and would only result in your putting everything off forever, you can try tackling just one thing...
