by Amy Refeca | May 20, 2025 | Administration, Bank Accounts, Estate, Estate Planning, Insurance, Last Will & Testament, Probate, Trusts
In Georgia, one of the ways you can make sure you are protecting your assets for yourself and those you love is to make sure you have a beneficiary designation or a payable on death designation on every single account, policy, place you can. Beneficiary designations...
by Amy Refeca | Mar 18, 2025 | Bank Accounts, Estate, Estate Planning, How We Help Women, Insurance, Last Will & Testament
This is one of the most common misconceptions out there in the world of estate planning: beneficiary designations and will (and how they do or DO NOT change or impact each other). Here is a great video on this topic! For the transcript of this video, read on!! Hey!...
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 | Sep 2, 2024 | Administration, Bank Accounts, Estate Planning, Funding, Insurance, Living Trusts, Probate, Revocable Living Trust, Trust Funding, Trusts
We are sharing resources on trust funding because WE think it is the most important step in preparing a living trust based estate plan. But why do we think this? And why should you also think this? This is how we talk with our clients and potential clients about...
by Amy Refeca | Aug 30, 2024 | Bank Accounts, Estate Planning, Funding, Insurance, Living Trusts, Probate, Real Estate, Revocable Living Trust, Trust Funding, Trusts
Trust funding is a topic we focus on quite a bit at Atlanta Wills & Trusts because, frankly, we think it is THE most important part of a trust based estate plan. Because we think this, we felt that we should share some resources with everyone on this topic,...
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...
