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Online Wills v. Attorney Prepared Wills: Pt. 2 Blended Families

Online Wills v. Attorney Prepared Wills: Pt. 2 Blended Families

by Amy Refeca | Sep 1, 2021 | Divorce, Estate Planning, How We Help Women, Last Will & Testament, Trusts

This is part two of the differences between a will obtained online versus a will prepared by an attorney you have thoughtfully worked with for your planning.  We mentioned in part one that we are asked to review online wills for potential new clients all of the time. ...
Online Wills v. Attorney Prepared Wills: Pt. 2 Blended Families

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...
Why Do Moms Need a Trust And Not A Will

Why Do Moms Need a Trust And Not A Will

by Amy Refeca | Jul 13, 2021 | Estate Planning, How We Help Women, Last Will & Testament, Trusts

We work with moms.  One of the first things we discuss with moms (and dads) when we meet with them in our consultation is why they need a trust and why a basic or simple will won’t work.  We’d like to share that information with you, also. So why...
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...
Did Your Wills Attorney Ask You “Why”, “Who” and “What”?

Did Your Wills Attorney Ask You “Why”, “Who” and “What”?

by Amy Refeca | Jun 16, 2021 | Estate Planning, Financial Power of Attorney, Guardianship, Healthcare POA, How We Help Women, Last Will & Testament, Trusts

Did your attorney ask you these three things before they signed you up? Why? Who? What? If not, your estate plan may not be the right plan for you, your family, your kids. Wills, powers of attorney for finance and advance directives for health care and trusts work for...
When Should You Update Your Estate Plan? Pt. 1: The First “D” = Diagnosis

When Should You Update Your Estate Plan? Pt. 1: The First “D” = Diagnosis

by Amy Refeca | Jun 3, 2021 | Estate Planning, Financial Power of Attorney, Guardianship, Healthcare POA, How We Help Women, Last Will & Testament, Trusts

When should you update your estate plan?  We focus on the Six “D”s when we work with clients and educate others.  The first “D” of when you should pull out your estate planning documents and think of whether they need to be updated or not is D...
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ATLANTA WILLS + TRUSTS LAW GROUP

By Refeca Law, LLC

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Alpharetta, Georgia 30009

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Recent Blog Posts

When Should You Update Your Estate Plan? Pt. 1: The First “D” = Diagnosis

4 Things Your Health Care Agent Can Do Under Your Georgia Advance Directive for Health Care

May 10, 2022

The four things your health care agent can do under your Georgia Advance Directive for Health Care, sometimes referred to as a health care power of attorney, are: make treatment health care decisions for YOU, access YOUR private and protected health information, make end-of-life decisions for YOU, and make decisions about how YOUR remains are treated after you pass away. 

Estate Plan: What does that really mean?

Estate Plan: What does that really mean?

Apr 26, 2022

Do you really understand the phrase “estate plan”? Here is a brief explanation of the documents in a full ESTATE PLAN and how and when they work for you.

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