by Amy Refeca | Sep 21, 2024 | Estate Planning, Funding, Incapacity, Insurance, Living Trusts, Probate, Revocable Living Trust, Special Needs Planning, Trust Funding, Trusts
Funding is the key to ensuring your Living Trust works for you and your family. Most people who have trust have life insurance. How do you make sure that life insurance proceeds are protected for your family? You make sure that your life insurance is funded...
by Amy Refeca | Mar 6, 2024 | Advance Directive for Health Care, Estate Planning, Healthcare POA, Incapacity, Mental Health, Power of Attorney, Psychiatric Advance Directive, Special Needs Planning
In 2022, a new legal form came into being: Psychiatric Advance Directive. A link to this form in PDF fillable version can be found on the Georgia Mental Health Consumer Network’s website. The acronym for this form is PAD. What does this form do that your...
by Amy Refeca | Aug 15, 2022 | Advance Directive for Health Care, Estate, Estate Planning, Financial Power of Attorney, Guardianship, Healthcare POA, Incapacity, Last Will & Testament, Power of Attorney, Probate, Trusts
The Documents In Your Estate Plan! First, I want to tell you what is an “estate”? Your “estate,” for purposes of our conversation, is made up of what is in your name when you die. Your “estate” owns all of it the second after your die (figuratively speaking). Then...
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...
