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Women, Estate Planning and Military – What They Have in Common

Women, Estate Planning and Military – What They Have in Common

by Amy Refeca | Nov 6, 2019 | Estate Planning, Financial Power of Attorney, Guardianship, Healthcare POA, Last Will & Testament, Living Will, Trusts

Military professionals often have to face the prospect of austere training environments, combat, overseas deployment, and unconventional missions.  Because of these risks, the need to have something substantial for family members who are left behind is...
What Does A Trust Do That A Will Cannot?

What Does A Trust Do That A Will Cannot?

by Amy Refeca | Nov 15, 2018 | Last Will & Testament, Estate Planning, Trusts

It depends. It depends on your goals going into estate planning. The who, why and what. (Questions your attorney should be asking you before you plan…)  In this instance: Who are you protecting? Your young kids.  What are you protecting? Monies you want your...
What Happens if I am in the Middle of a Divorce and I Die?

What Happens if I am in the Middle of a Divorce and I Die?

by Amy Refeca | Oct 5, 2018 | Estate Planning, Last Will & Testament, Trusts

“What Happens If I Am In the Middle of a Divorce and My Spouse Dies?” Short answer: Divorce proceeding ends because the marriage ended at the death of the person. Long answer: There still needs to be decisions about the money, things, property, and...
Your Spouse May Not Inherit Everything From You

Your Spouse May Not Inherit Everything From You

by Amy Refeca | Sep 19, 2018 | Last Will & Testament, Estate Planning

If you are married, you may assume you will get everything if your spouse passes away.  Here in Georgia, if your spouse doesn’t have a Will that may not actually be true.   Why? Because your spouse died intestate. (a.k.a. without a Will). There are special...
3 Things Your Estate Planning Attorney Needs To Know

3 Things Your Estate Planning Attorney Needs To Know

by Amy Refeca | Jul 11, 2018 | Estate Planning, Last Will & Testament, Trusts

Did your estate planning 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 your kids. For your family. Wills and trusts work for you when you die or are critically injured/ill and...
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Recent Blog Posts

Trust Funding: Protect Your Home!

Trust Funding: Protect Your Home!

Sep 12, 2024

Real estate is a key asset to protect with your living trust. Make sure that you home, your real estate, is funded properly.

Trust Funding: How Do You Fund a Bank Account?

Trust Funding: How Do You Fund a Bank Account?

Sep 9, 2024

Bank Accounts need to be properly funded into your revocable living trust. Make sure yours are funded. Check out this blog post about how to do that and steps you can take if they are not.

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