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Online Wills vs. Attorney Prepared Wills: Pt. 1 Minor Children

Online Wills vs. Attorney Prepared Wills: Pt. 1 Minor Children

by Amy Refeca | Aug 12, 2021 | Estate Planning, Guardianship, How We Help Women, Last Will & Testament, Living Will, Special Needs Planning, Trusts

We are asked to review online wills for potential new clients all of the time.  A large majority of them are wills that they obtained in a “kit” or downloaded from the internet off of a site for “do it yourself” estate planning.  I’m not...
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...
3 Estate Planning Tips for Single Parents

3 Estate Planning Tips for Single Parents

by Amy Refeca | Mar 25, 2020 | Estate Planning, Financial Power of Attorney, Guardianship, Healthcare POA, How We Help Women, Last Will & Testament, Living Will, Trusts

Single parents find themselves in a precarious position. If something happened to you, the future health, well-being, and financial stability of your child would be uncertain. That’s why taking the necessary steps to create an estate plan ranks among the most...
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...
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Recent Blog Posts

The Documents In Your Estate Plan

The Documents In Your Estate Plan

Aug 15, 2022

A brief explanation of what documents are in your estate plan, or should be!

Immediate or Incapacity Only: Your Financial Power of Attorney

Immediate or Incapacity Only: Your Financial Power of Attorney

Aug 5, 2022

An immediate or incapacity only power of attorney is very, very different. Do you know the difference and do you know if your power of attorney is immediate or incapacity only?

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