by Amy Refeca | Sep 21, 2024 | Estate Planning, Funding, Incapacity, Insurance, Living Trusts, Probate, Revocable Living Trust, Special Needs Planning, Trust Funding, Trusts
Funding is the key to ensuring your Living Trust works for you and your family. Most people who have trust have life insurance. How do you make sure that life insurance proceeds are protected for your family? You make sure that your life insurance is funded...
by Amy Refeca | Sep 9, 2024 | Bank Accounts, Estate Planning, Funding, Living Trusts, Probate, Revocable Living Trust, Trust Funding, Trusts
Trust funding is KEY to ensuring your living trust based plan actually works. We have already posted about this in several posts. You can check out this post on “what is trust funding” and this post on “why it is so important.” This post...
by Amy Refeca | Sep 2, 2024 | Administration, Bank Accounts, Estate Planning, Funding, Insurance, Living Trusts, Probate, Revocable Living Trust, Trust Funding, Trusts
We are sharing resources on trust funding because WE think it is the most important step in preparing a living trust based estate plan. But why do we think this? And why should you also think this? This is how we talk with our clients and potential clients about...
by Amy Refeca | Aug 30, 2024 | Bank Accounts, Estate Planning, Funding, Insurance, Living Trusts, Probate, Real Estate, Revocable Living Trust, Trust Funding, Trusts
Trust funding is a topic we focus on quite a bit at Atlanta Wills & Trusts because, frankly, we think it is THE most important part of a trust based estate plan. Because we think this, we felt that we should share some resources with everyone on this topic,...
by Amy Refeca | Feb 22, 2024 | Estate, Estate Planning, Last Will & Testament, Probate, Revocable Living Trust, Trusts
What is a trust? This is a super common question we get at Atlanta Wills and Trusts. It is typically followed up by a few additional questions. Do I need a trust? Do I need a will if I have a trust? Short answers: A trust is a beautiful wooden box. You put things...
by Amy Refeca | Aug 15, 2022 | Advance Directive for Health Care, Estate, Estate Planning, Financial Power of Attorney, Guardianship, Healthcare POA, Incapacity, Last Will & Testament, Power of Attorney, Probate, Trusts
The Documents In Your Estate Plan! First, I want to tell you what is an “estate”? Your “estate,” for purposes of our conversation, is made up of what is in your name when you die. Your “estate” owns all of it the second after your die (figuratively speaking). Then...
