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Immediate or Incapacity Only: Your Financial Power of Attorney

Immediate or Incapacity Only: Your Financial Power of Attorney

by Amy Refeca | Aug 5, 2022 | Advance Directive for Health Care, Estate Planning, Financial Power of Attorney, How We Help Women, Incapacity, Power of Attorney

Is your financial power of attorney immediate or incapacity only? Meaning, can your Agent act on behalf of you in financial transactions as soon as you signed your power of attorney, or, will your Agent ONLY be able to act if something triggers their authority to kick...
What is probate?

What is probate?

by Amy Refeca | Jan 27, 2022 | Administration, Estate, Estate Planning, How We Help Women, Insurance, Last Will & Testament, Probate, Trusts

Probate is the court process of taking what a person owned at their death and transferring it to the person or entity entitled to receive it after the person died.  How long does probate take? Who the “entitled person or entity” is to receive money after I...
Does a will go through probate?

Does a will go through probate?

by Amy Refeca | Jan 25, 2022 | Administration, Estate, Estate Planning, How We Help Women, Last Will & Testament, Probate

Yes.  A will goes through probate.  A will does not avoid probate.  Short answer.  Now let’s dig further into what happens if you die with a will. Starting with the premise that a person who is dead cannot own anything.  So one moment you own something, say a...
When You Die Without A Will: Pablo Picasso Died Without One

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

by Amy Refeca | Oct 18, 2021 | Estate Planning, How We Help Women, Last Will & Testament, News, Trusts

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...
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

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...
When Should You Update Your Estate Plan? Pt. 4 The Fourth “D” = Death

When Should You Update Your Estate Plan? Pt. 4 The Fourth “D” = Death

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...
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Recent Blog Posts

The Documents In Your Estate Plan

The Documents In Your Estate Plan

Aug 15, 2022

A brief explanation of what documents are in your estate plan, or should be!

Immediate or Incapacity Only: Your Financial Power of Attorney

Immediate or Incapacity Only: Your Financial Power of Attorney

Aug 5, 2022

An immediate or incapacity only power of attorney is very, very different. Do you know the difference and do you know if your power of attorney is immediate or incapacity only?

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