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Special Needs Trusts: 1st Party SNTs

Special Needs Trusts: 1st Party SNTs

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...
Special Needs Trusts: 3rd Party SNTs

Special Needs Trusts: 3rd Party SNTs

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...
3 Estate Planning Tips for Single Parents

3 Estate Planning Tips for Single Parents

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...
How Estate Conservation Preserves Your Assets for Your Heirs

How Estate Conservation Preserves Your Assets for Your Heirs

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...
What Are the Benefits of a Trust in Your Retirement and Estate Planning?

What Are the Benefits of a Trust in Your Retirement and Estate Planning?

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...
A Month by Month Guide to Estate Planning in 2020

A Month by Month Guide to Estate Planning in 2020

by Amy Refeca | Jan 20, 2020 | Estate Planning, Financial Power of Attorney, Guardianship, Healthcare POA, Last Will & Testament, Living Will, Trusts

Are you overwhelmed by everything you need to do to create an estate plan? While it’s better to have everything in place now, if that’s too much to handle and would only result in your putting everything off forever, you can try tackling just one thing...
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ATLANTA WILLS + TRUSTS LAW GROUP

By Refeca Law, LLC

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Alpharetta, Georgia 30022

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Recent Blog Posts

When You Die Without A Will: Pablo Picasso Died Without One

When You Die Without A Will: Pablo Picasso Died Without One

Oct 18, 2021

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 famous person,...

When Should You Update Your Estate Plan? Pt. 5 The Fifth “D” = birthDay

When Should You Update Your Estate Plan? Pt. 5 The Fifth “D” = birthDay

Sep 25, 2021

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 is another birthDay. We know estate...

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