Episode 170

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Published on:

4th Aug 2021

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

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: AMY@ROOTEDPG.COM

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About the Podcast

Money Roots
Money Roots with Amy Irvine
Welcome to "Money Roots," the podcast where personal finance becomes personal. Join host Amy Irvine, CEO of Rooted Planning Group, as she demystifies the world of finance and makes it approachable for everyone, from beginners to financial experts.

In each episode, Amy and her guests dig deep into the financial soil, planting the seeds of financial knowledge and helping you nurture your financial future. Whether you're looking to build a solid budget, invest wisely, or plan for retirement, "Money Roots" has you covered.

Get ready to explore practical advice, inspiring stories, and expert insights that will empower you to take control of your financial destiny. It's time to grow your money roots and thrive financially!

Subscribe to "Money Roots" now and join Amy on this exciting journey to financial empowerment. Let's put down some roots and flourish together.

About your host

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Amy Irvine

As a kid, I always liked numbers. I would spend hours creating math problems and solutions. Whenever I wanted to play math teacher, my brother was forced to be my student! Given my love of facts and figures, it’s really no surprise that I chose a career where I work with numbers.

I believe that you can use your dollars and cents to create and live a meaningful life unique to your own dreams and desires. I started Rooted Planning Group because I wanted to offer financial PLANNING services. Our profession has a tendency to focus on “assets under management,” but I wanted to focus on the journey of your life (what I refer to in the podcast as your financial “vineyard”). I truly believe that, like wine, life and finances have different palettes that should be celebrated and not judged.

My journey as a business owner was not a direct path; it’s more of a long and winding road. Over the course of the past 30 years, I’ve worked in various financial services positions, but I’m most proud of the ensemble of women that I’ve brought together at Rooted Planning Group.

I am the author of Uncork Your Finances and the podcast host of Money Roots.

I also co-founded the Southern Tier Women's Financial Conference in 2014, an annual event dedicated to collaboration, networking, and financial education for women.