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...
by Amy Refeca | Mar 25, 2020 | Estate Planning, Financial Power of Attorney, Guardianship, Healthcare POA, How We Help Women, Last Will & Testament, Living Will, Trusts
Single parents find themselves in a precarious position. If something happened to you, the future health, well-being, and financial stability of your child would be uncertain. That’s why taking the necessary steps to create an estate plan ranks among the most...
by Amy Refeca | Feb 13, 2020 | Last Will & Testament, Estate Planning, Living Will, Trusts
It can take a lifetime to build an estate that is robust enough to support you and your loved ones. Unfortunately, passing away without a comprehensive estate plan can decimate your assets in a surprisingly short period of time. Between costly legal expenses like...
by Amy Refeca | Feb 5, 2020 | Trusts, Estate Planning
Retirement and estate planning can be a complicated process. Let’s face it. You have worked a lifetime to amass enough money and assets to get you through your retirement years or provide for your loved ones, and no one wants all of the work to amount to...
