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Beneficiary Designations and Payable On Death Designations on Bank Accounts, Etc.

Beneficiary Designations and Payable On Death Designations on Bank Accounts, Etc.

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...

Beneficiary Designation versus Wills: What Do They Have To Do With Each Other

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!...
Funding Your Life Insurance Into Your Living Trust

Funding Your Life Insurance Into Your Living Trust

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...
Trust Funding: Why Is This So Important To My Trust Plan?

Trust Funding: Why Is This So Important To My Trust Plan?

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...
What does “Trust Funding” Mean: Revocable Living Trusts

What does “Trust Funding” Mean: Revocable Living Trusts

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,...
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...
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Alpharetta, Georgia 30009

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Recent Blog Posts

Divorce, Women and Estate Planning In Georgia

Divorce, Women and Estate Planning In Georgia

Jun 18, 2025

In Georgia, there are things women need to know when they are divorcing and need to update their current estate plan OR need to put one in place for the first time!

Estate Planning and Summer Planning!

Estate Planning and Summer Planning!

Jun 11, 2025

Summer Vacation and Your Estate Planning: Are you ready to go on that vacation this summer!

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