Wine and Dime Episode 18 - Estate Planning with Amy Refeca

Money Roots

English - May 25, 2018 18:00 - 58 minutes - 79.9 MB - ★★★★★ - 10 ratings
Investing Business Education Self-Improvement Homepage Download Apple Podcasts Google Podcasts Overcast Castro Pocket Casts RSS feed

Previous Episode: Wine and Dime Episode 17 - Mental Health Stigma with Raquel Hinman

Next Episode: Wine and Dime Episode 19 - Estate Planning with Tony Ford

Amy Refeca
FACEBOOK
@ATLWILLSANDTRUSTSLAWGROUP
TWITTER
@ATLWILLS_TRUSTS

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.
Death
Divorce/Marriage
Birth Day
Disabled or Illness
Dividend or Income
Distance. If you or someone moves a distance near or far away.
The Wine
MALBEC 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 of Wine and Dime was brought to you by:
AMY IRVINE
IRVINE WEALTH PLANNING STRATEGIES, LLC
10 EAST MARKET STREET
CORNING NY 14830
WWW.IRVINEADVISE.COM
EMAIL: [email protected]

Amy Refeca

FACEBOOK

@ATLWILLSANDTRUSTSLAWGROUP

TWITTER

@ATLWILLS_TRUSTS

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.

Death

Divorce/Marriage

Birth Day

Disabled or Illness

Dividend or Income

Distance. If you or someone moves a distance near or far away.

The Wine

MALBEC 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 of Wine and Dime was brought to you by:

AMY IRVINE

IRVINE WEALTH PLANNING STRATEGIES, LLC

10 EAST MARKET STREET

CORNING NY 14830

WWW.IRVINEADVISE.COM

EMAIL: [email protected]