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How Estate Conservation Preserves Your Assets for Your Heirs

How Estate Conservation Preserves Your Assets for Your Heirs

by Amy Refeca | Feb 13, 2020 | Last Will & Testament, Estate Planning, Living Will, Trusts

It can take a lifetime to build an estate that is robust enough to support you and your loved ones. Unfortunately, passing away without a comprehensive estate plan can decimate your assets in a surprisingly short period of time. Between costly legal expenses like...
Don’t Wait Until a Health Event or Emergency to Start Your Estate Plan

Don’t Wait Until a Health Event or Emergency to Start Your Estate Plan

by Amy Refeca | Jan 25, 2020 | Last Will & Testament, Estate Planning, Living Will

These are plenty of seemingly good reasons to procrastinate on estate planning. Your business may be thriving, and it requires your full attention. Maybe there doesn’t seem to be enough time to get organized. But the most common reason to kick the estate planning can...
Do These Things Today. What You Can Get Done Today For Your Estate Plan

Do These Things Today. What You Can Get Done Today For Your Estate Plan

by Amy Refeca | Jan 22, 2020 | Estate Planning, Financial Power of Attorney, Healthcare POA, Last Will & Testament, Living Will

Because of how important estate planning is to your family, you should put time and care into getting it right. At the same time, you never know when something can happen, and you don’t want your family to struggle because you never got around to putting your...
A Month by Month Guide to Estate Planning in 2020

A Month by Month Guide to Estate Planning in 2020

by Amy Refeca | Jan 20, 2020 | Estate Planning, Financial Power of Attorney, Guardianship, Healthcare POA, Last Will & Testament, Living Will, Trusts

Are you overwhelmed by everything you need to do to create an estate plan? While it’s better to have everything in place now, if that’s too much to handle and would only result in your putting everything off forever, you can try tackling just one thing...
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...
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Recent Blog Posts

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!

Debt of a Deceased Loved One, the Family Isn’t Responsible To Pay It (unless they are also responsible).

Jun 6, 2025

A family is generally not responsible for the debt of a deceased loved one. But sometimes you can be and you don’t even know it!

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