by Amy Refeca | Apr 26, 2022 | Estate Planning, Healthcare POA, Last Will & Testament, Trusts
What is an “estate plan” and what happens if you do not have one? An “estate plan” is a set of documents which gives your family the gift of your choice as to what should happen to your money, things and body in the event you are injured, ill and/or pass away. The...
by Amy Refeca | Jan 27, 2022 | Administration, Estate, Estate Planning, How We Help Women, Insurance, Last Will & Testament, Probate, Trusts
Probate is the court process of taking what a person owned at their death and transferring it to the person or entity entitled to receive it after the person died. How long does probate take? Who the “entitled person or entity” is to receive money after I...
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. ...
