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 | Mar 6, 2024 | Advance Directive for Health Care, Estate Planning, Healthcare POA, Incapacity, Mental Health, Power of Attorney, Psychiatric Advance Directive, Special Needs Planning
In 2022, a new legal form came into being: Psychiatric Advance Directive. A link to this form in PDF fillable version can be found on the Georgia Mental Health Consumer Network’s website. The acronym for this form is PAD. What does this form do that your...
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...
by Amy Refeca | May 27, 2021 | Estate Planning, Guardianship, How We Help Women, Special Needs Planning, Special Needs Trusts, Trusts
A pooled trust is a type of first party special needs trust. In Georgia, there are approved providers of a pooled trusts, the one with the longest and most comprehensive history of helping Georgians and their families is the Georgia Community Trust, associated with...
by Amy Refeca | May 27, 2021 | Estate Planning, Guardianship, How We Help Women, Special Needs Planning, Special Needs Trusts, Trusts
This is the second blog post about special needs trusts, we are sharing three in total! This post is about first party special needs trusts, sometimes referred to as 1st party special needs trusts or 1st pty SNTs. We know that sometimes there are circumstances which...
by Amy Refeca | May 27, 2021 | Estate Planning, How We Help Women, Special Needs Planning, Special Needs Trusts, Trusts
If you have a child or sibling who has special needs, you need a different approach to estate planning. Why? Because if you want to provide for that child or sibling in your Will, there are more serious consequences to consider. For example, if your sibling is...
