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.
- Birth Day
- Disabled or Illness
- Dividend or Income
- Distance. If you or someone moves a distance near or far away.
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.