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...
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...
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...
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...
