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 | Feb 1, 2024 | Estate Planning, How We Help Women, Revocable Living Trust, Trusts
Revocable Living Trusts are real and women, especially, should consider having a living trust as part of their estate plan. Not because my grandmother, one of the best women who ever lived, had a hope chest at the foot of her bed. Women need living trusts because...
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...
by Amy Refeca | Apr 26, 2022 | Estate Planning, Healthcare POA, Last Will & Testament, Trusts
What is an “estate plan” and what happens if you do not have one? An “estate plan” is a set of documents which gives your family the gift of your choice as to what should happen to your money, things and body in the event you are injured, ill and/or pass away. The...
by Amy Refeca | Jan 27, 2022 | Administration, Estate, Estate Planning, How We Help Women, Insurance, Last Will & Testament, Probate, Trusts
Probate is the court process of taking what a person owned at their death and transferring it to the person or entity entitled to receive it after the person died. How long does probate take? Who the “entitled person or entity” is to receive money after I...
