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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...
Women, Estate Planning and Military – What They Have in Common

Women, Estate Planning and Military – What They Have in Common

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...
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Recent Blog Posts

Why Georgia Moms Choose Living Trusts to Avoid Probate

Why Georgia Moms Choose Living Trusts to Avoid Probate

Oct 11, 2025

Probate can be slow, expensive, and stressful — three things no mom wants to leave behind for her children. A Revocable Living Trust helps you skip that process entirely. Think of a trust like a secure container that holds your property — your home, savings, or...

Your Voice in a Crisis — Georgia’s Advance Health Care Directive

Your Voice in a Crisis — Georgia’s Advance Health Care Directive

Oct 10, 2025

We plan our meals, our vacations, even our kids’ summer camps — but few of us plan for medical emergencies. The truth is, every woman deserves to have her voice heard even when she can’t speak for herself. A Georgia Advance Directive for Health Care combines a living...

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