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...
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...
by Amy Refeca | Nov 6, 2019 | Estate Planning, Financial Power of Attorney, Guardianship, Healthcare POA, Last Will & Testament, Living Will, Trusts
Military professionals often have to face the prospect of austere training environments, combat, overseas deployment, and unconventional missions. Because of these risks, the need to have something substantial for family members who are left behind is...
by Amy Refeca | Nov 15, 2018 | Last Will & Testament, Estate Planning, Trusts
It depends. It depends on your goals going into estate planning. The who, why and what. (Questions your attorney should be asking you before you plan…) In this instance: Who are you protecting? Your young kids. What are you protecting? Monies you want your...
by Amy Refeca | Oct 7, 2018 | Trusts
Recently we shared an article which discussed three types of special needs trusts; third-party special needs trusts, first-party special needs trusts and pooled trusts. We also shared that we generally think of any trust, special needs or otherwise, as boxes to safe...
by Amy Refeca | Oct 5, 2018 | Estate Planning, Last Will & Testament, Trusts
“What Happens If I Am In the Middle of a Divorce and My Spouse Dies?” Short answer: Divorce proceeding ends because the marriage ended at the death of the person. Long answer: There still needs to be decisions about the money, things, property, and...
