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Atlanta Wills and Trusts Law Group

Thanks for checking out our YouTube channel where we share valuable information for women about wills, trusts, powers of attorneys and more. We are the only wills + trusts law firm dedicated to women in Georgia. We hope you enjoy this content and if you wish to have us answer a specific question, reach out!

Disclaimer: Nothing on this page, or in links provided on this page, constitutes legal advice or the practice of law. Nor does viewing this page form an attorney/client relationship between you and Atlanta Wills + Trusts Law Group by Refeca Law LLC. All visitors should consult with a qualified legal professional regarding their individual questions, needs, or issues that may be of concern. We are not responsible for any action taken by a reader based upon any information on this site. All of the content on this site is for general informational and educational purposes only. Amy Refeca is licensed to practice law in Florida and Georgia.

Atlanta Wills and Trusts Law Group
Wills on Wednesday! highlight. What happens to stuff when someoe dies? Here is a highlight of our longer LIVE explaining "the cloud". #short
Moms Need Wills: Why Estate Planning Brings Peace of Mind Amy Refeca of Atlanta Wills and Trust Law Group goes live to launch a Monday focus on “Moms Need Wills” and shares that her first book, tentatively titled “Women Need Wills,” is coming out later this year. She explains that moms spend immense time and energy protecting and caring for children—biological, adopted, and stepchildren—and need to protect themselves by having an estate plan. She describes the daily stress moms feel wondering what would happen if they weren’t there to handle responsibilities, and says a will and estate plan can name trusted people to take over if a mom is unable due to injury, illness, or death. She encourages viewers to ask whether they have a will and to get help from a qualified professional. 00:00 Welcome and Theme 00:18 Book Announcement 01:03 Why Moms Need Wills 02:14 Daily Stress Without a Plan 03:23 Estate Plan Peace of Mind 04:11 Call to Action and Wrap Up
People who want to avoid probate make a common mistake. They get a Will. And only a Will. A Will, alone, does not avoid probate! What does avoid probate in Georgia? A Living Trust AND/OR Beneficiary Designations avoid probate. If you have bank accounts, life insurance, retirement accounts and taxable brokerage accounts, these assets avoid probate by having clear and up to date beneficiary designations! If you own real estate individually OR if you own real estate jointly with another person (in a particular way, more later), then your Will must be filed with the probate court in the county in which you resided at death. Then the Will controls what happens! In Georgia, for a long time there was common use of tenancy in common. Which means, even if you were married, you own 50% and that other person, even if they are your wife or husband, owns the remaining 50%. I highly recommend you pull your deed out and check to see if language like "in common" or "tenancy in common" is on the deed right after your name(s). (TIC, JTTIC) This will mean that the % you own, at your death, will need to go through probate administration using your Will. In Georgia, it is also possible to jointly own real estate with another and own it "with survivorship". This is usually referred to as "jointly, with rights of survivorship." This means, that you own it jointly, but the property will naturally go to the survivor between the two persons. (JTWROS, JTROS) This means no probate administration is needed for this property at death. So what did we learn: 1. Wills do not avoid probate. 2. Make sure you update all of your beneficiary designations! 3. If you own something jointly, make sure you own it the way you want to own it (JTROS or JTTIC). 4. If you want to 100% avoid probate, you likely need a combination of a living trust AND beneficiary designations! #trusts #wills #powersofattorney #estateplanning #alpharetta #lawfirm #probate #attorney #womenneedwills #protectyourfamily #protectyourself #advancedirective #healthcare #endoflife #planaroundtheplan #safekeepingplan #alpharetta #johnscreek #atlanta #roswell #suwanee #woodstock #marietta #duluth #milton #cumming
What is estate planning? Why is estate planning a bit different for women? 1. Women approach the REASON to do estate planning differently than men. 2. Women use the same tools as men (wills, trusts, poa's), but use them for different reasons with different overall outcomes. 3. Women may have (not always) had different roles in the household/relationship about what they spent their mental bandwidth concerned about, but now they want to know more long term plans. 4. Women outlive men usually, they will "use" the plan last! 5. Women who do not have children typically are not well treated or aren't made to feel welcome in traditional estate planning firms! We welcome them and have planning that makes sense for them. @AtlantaWillsandTrustsLawGroup is here Helping Women Protect Who They Love The Most
When your son or daughter turns (or turned) 18 years old, something happens. They automatically are viewed as adults by almost every legal standard available in Georgia. One huge legal standard you, Mom, need to be aware of is the standard of health care privacy. In short, health care privacy means that no one (and I mean no one) gets to access information relating to your health care needs, treatment, status, finances, etc. Even if you are footing the bill for insurance or agree to be legally responsible for the medical expenses. That includes you, Mom. This isn't a fear mongering story. This is me, as a mom of a 17 year old daughter about to head off to college this Fall, tell you, mom of a young adult also, that you need to consider having your son or daughter sign an age appropriate health care power of attorney allowing you to help them if they need it. If you have questions, reach out and schedule a 15 minute call with my team to learn more. We serve all of Georgia and are located in Alpharetta, Georgia and can be reached at (770) 508-6525. #collegeageplanning #advancedirective #powersofattorney #classof2021 #highschoolsenior #hipaa #hipaarelease #financialpowerofattorney #healthcareprivacy #youngadults #momsneedplans
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