Revisiting The Six D’s of Estate Planning with Any Refeca

Money Roots

English - August 04, 2021 09:00 - 59 minutes - 81.7 MB - ★★★★★ - 10 ratings
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Previous Episode: Lets Revisit Talking About Elder Law with Mike Martino

Next Episode: Using Legal Documents to Protect Your Finances

August is Estate Planning month for us here at Rooted Planning Group. We couldn’t think of a better time to re-release this episode with Amy Refeca. We think there is a lot of great information here that anyone can use.

In this episode of Wine and Dime, I chat with Amy Refeca. Amy is lawyer specializing in estate planning. In particular, estate planning for women...

Mother. Wife. Christian. Business owner. Attorney. Cardinals Fan. Lover of MLB. Helping Women Protect What They Love With A Will or a Trust.

We share financial stories and of course, talk about our favorite wines, or wine blends as it may be.

One thing that I found very interesting is what Any calls "The Six D's of Estate Planning. And these center around life events that may trigger an Estate Plan, or a need to revisit the Plan.

DeathDivorce/MarriageBirth DayDisabled or IllnessDividend or IncomeDistance. If you or someone moves a distance near or far away.

If you’d like to work with Amy Refeca be sure to check out her information below!

Amy RefecaFACEBOOK@ATLWILLSANDTRUSTSLAWGROUPTWITTER@ATLWILLS_TRUSTS The WineMALBEC SANGRIA

Sangria

is an alcoholic beverage of Spanish origin. A punch, the sangria traditionally consists of red wine and chopped fruit, often with other ingredients such as orange juice or brandy.

THIS EPISODE WAS PRESENTED BY AMY IRVINE AND IN COLLABORATION WITH THE SENECA LAKE WINE TRAIL ROOTED PLANNING GROUP 10 EAST MARKET STREET CORNING NY 14830 WWW.ROOTEDPG.COM EMAIL: [email protected]