by Amy Refeca | Apr 26, 2022 | Estate Planning, Healthcare POA, Last Will & Testament, Trusts
What is an “estate plan” and what happens if you do not have one? An “estate plan” is a set of documents which gives your family the gift of your choice as to what should happen to your money, things and body in the event you are injured, ill and/or pass away. The...
by Amy Refeca | Sep 25, 2021 | Estate Planning, Financial Power of Attorney, Healthcare POA, How We Help Women, Last Will & Testament, Trusts
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...
by Amy Refeca | Jun 18, 2021 | Estate Planning, Financial Power of Attorney, Healthcare POA, How We Help Women, Last Will & Testament, Living Will, 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 dates. In other words, if someone or something in your last will and testament, financial...
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...
by Amy Refeca | May 25, 2021 | College Age Kids, Estate Planning, Healthcare POA, How We Help Women
‘Tis the season for graduations! In fact, we are celebrating the graduation of our founder and managing attorney’s daughter from high school. We know these young adults are getting antsy! They are ready and want to leave for college. Yesterday. In...
