Amy Refeca

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@ATLWILLSANDTRUSTSLAWGROUP

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@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:  AMY@IRVINEADVISE.COM