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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...
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...
Special Needs Trusts: Pooled Trusts

Special Needs Trusts: Pooled Trusts

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...
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ATLANTA WILLS + TRUSTS LAW GROUP

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Recent Blog Posts

What is probate?

What is probate?

Jan 27, 2022

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 die? Who is...

Does a will go through probate?

Does a will go through probate?

Jan 25, 2022

Yes.  A will goes through probate.  A will does not avoid probate.  Short answer.  Now let's dig further into what happens if you die with a will. Starting with the premise that a person who is dead cannot own anything.  So one moment you own something, say a home,...

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