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When Should You Update Your Estate Plan? Pt. 4 The Fourth “D” = Death

When Should You Update Your Estate Plan? Pt. 4 The Fourth “D” = Death

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...
Online Wills v. Attorney Prepared Wills: Pt. 2 Blended Families

Online Wills v. Attorney Prepared Wills: Pt. 2 Blended Families

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. ...
Online Wills v. Attorney Prepared Wills: Pt. 2 Blended Families

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...
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Alpharetta, Georgia 30009

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Recent Blog Posts

Will Are Public In Georgia Probate

Will Are Public In Georgia Probate

May 16, 2025

Georgia probate is public record, which means when you die and your Will is filed, it is also public record. Want to avoid having your Will be public record? Learn how!

Beneficiary Designation versus Wills: What Do They Have To Do With Each Other

Mar 18, 2025

This is one of the most common misconceptions out there in the world of estate planning: beneficiary designations and will (and how they do or DO NOT change or impact each other). Here is a great video on this topic! https://youtu.be/ISV7Tr35jr4 For the transcript of...

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