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...
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...
