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.

1. Death
2. Divorce/Marriage
3. Birth Day
4. Disabled or Illness
5. Dividend or Income
6. Distance.  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 Refeca

FACEBOOK

@ATLWILLSANDTRUSTSLAWGROUP

TWITTER

@ATLWILLS_TRUSTS

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 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]