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Women Who Didn’t Have A Will and Died: Amy Whinehouse

Women Who Didn’t Have A Will and Died: Amy Whinehouse

by Amy Refeca | Jun 22, 2021 | Estate Planning, How We Help Women, Last Will & Testament, Living Will

Amy Whinehouse died without a will.  She died intestate.  She died without making clear what she wanted to happen to her nearly $7 million dollar estate. She died without making clear what she wanted to have happen to her remains, her body, after she died.  She died...
When Should You Update Your Estate Plan? Pt. 3 The Third “D” = Distance

When Should You Update Your Estate Plan? Pt. 3 The Third “D” = Distance

by Amy Refeca | Jun 18, 2021 | Estate Planning, Financial Power of Attorney, Healthcare POA, How We Help Women, Last Will & Testament, Living Will, 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 dates.  In other words, if someone or something in your last will and testament, financial...
Your Beneficiary Designation vs. Your Will: Which One Controls?

Your Beneficiary Designation vs. Your Will: Which One Controls?

by Amy Refeca | Jun 17, 2021 | Estate Planning, Insurance, Last Will & Testament

Beneficiary designations v. Your will. Can your beneficiary designations change what you have in your will? NO. Can your will change your beneficiary designations? NO. When you die, you cannot own anything.  That is the general way to approach how you pass on your...
Did Your Wills Attorney Ask You “Why”, “Who” and “What”?

Did Your Wills Attorney Ask You “Why”, “Who” and “What”?

by Amy Refeca | Jun 16, 2021 | Estate Planning, Financial Power of Attorney, Guardianship, Healthcare POA, How We Help Women, Last Will & Testament, Trusts

Did your attorney ask you these three things before they signed you up? Why? Who? What? If not, your estate plan may not be the right plan for you, your family, your kids. Wills, powers of attorney for finance and advance directives for health care and trusts work for...
When Should You Update Your Estate Plan? Pt. 1: The First “D” = Diagnosis

When Should You Update Your Estate Plan? Pt. 1: The First “D” = Diagnosis

by Amy Refeca | Jun 3, 2021 | Estate Planning, Financial Power of Attorney, Guardianship, Healthcare POA, How We Help Women, Last Will & Testament, Trusts

When should you update your estate plan?  We focus on the Six “D”s when we work with clients and educate others.  The first “D” of when you should pull out your estate planning documents and think of whether they need to be updated or not is D...
3 Reasons You Should Work With An Attorney When Preparing Your Will, Part 3

3 Reasons You Should Work With An Attorney When Preparing Your Will, Part 3

by Amy Refeca | May 31, 2021 | Estate Planning, How We Help Women, Last Will & Testament

Here we are sharing 3 reasons you should work with an attorney when preparing your will and other important documents in your estate plan.  We’ll share them in three separate posts and expand a little bit on each reason!  Here is reason number three of the three...
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Recent Blog Posts

What is probate?

What is probate?

Jan 27, 2022

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 die? Who is...

Does a will go through probate?

Does a will go through probate?

Jan 25, 2022

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 home,...

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