by Amy Refeca | Oct 18, 2021 | Estate Planning, How We Help Women, Last Will & Testament, News, Trusts
Ever wonder what happens when you die without a will? Well you don’t need to wonder, you just need to pull up a few headlines in the newspaper to check out what has happened to the wealth of a famous person who died without a will. That’s right. If a...
by Amy Refeca | Sep 25, 2021 | Estate Planning, Financial Power of Attorney, Healthcare POA, How We Help Women, Last Will & Testament, Trusts
When should you update your estate plan??? We have been working on this six part series now for a few months, focusing on one “D” at a time. This “D”, our fifth “d” in the series, is kind of a play on words. We admit it. But it...
by Amy Refeca | Sep 15, 2021 | Divorce, Estate Planning, Guardianship, How We Help Women, Last Will & Testament, 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 days. In other words, if someone or something in your last will and testament, financial power...
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. ...
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 | 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...
