by Amy Refeca | Feb 1, 2024 | Estate Planning, How We Help Women, Revocable Living Trust, Trusts
Revocable Living Trusts are real and women, especially, should consider having a living trust as part of their estate plan. Not because my grandmother, one of the best women who ever lived, had a hope chest at the foot of her bed. Women need living trusts because...
by Amy Refeca | Jan 25, 2024 | Estate Planning, How We Help Women, Last Will & Testament
We are jumping into the arena of “I don’t need a will because…” again. This time, we are talking about women who say they don’t need a will because their children will take care of them. Well, that may be true. Or maybe it isn’t....
by Amy Refeca | Jan 18, 2024 | Estate Planning, How We Help Women, Last Will & Testament
As a wills attorney, I hear quite often the phrase “I don’t need a will because…” Today I’ll finish that sentence off with ….. “I do not have children.” My immediate response is to ask them whether or not they an opinion...
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...
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...
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...
