by Amy Refeca | Jul 24, 2021 | Estate Planning, How We Help Women, Last Will & Testament
Technically, women already have an estate plan. In fact, every woman in every single state in the United States has one. The government has given you one based on what THEY think and want to have happen to you and your property. The best way to answer this question...
by Amy Refeca | Jul 20, 2021 | Estate Planning, How We Help Women, Last Will & Testament
Who Is An Heir in Georgia. There is a difference between a beneficiary and an heir at law. Here are the definitions: A beneficiary is: someone is named in a document (in this instance a will) and is set to receive whatever share, item or property identified...
by Amy Refeca | Jul 13, 2021 | Estate Planning, How We Help Women, Last Will & Testament, Trusts
We work with moms. One of the first things we discuss with moms (and dads) when we meet with them in our consultation is why they need a trust and why a basic or simple will won’t work. We’d like to share that information with you, also. So why...
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...
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...
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...
