ASK HEIDI: Why is giving back so important to you during Christmas?

Short Answer: Many people are not as lucky to have what I have in life. Giving back is my way to pay it forward in the hopes that my actions will make a difference to someone. It also helps my children to appreciate their station in life. Countless children start out life with everything going. . .

“Must Have” Documents in Your Estate Plan

Creating an Estate Plan can be confusing and time consuming if you try to do it on your own. Working with a trusted attorney who understands the law in the state you reside in will drastically cut down on stress and ensure you provide for your beneficiaries. Having the necessary documents in your plan, above. . .

ASK HEIDI: What is the difference between Last Will & Testament and a Trust?

Short Answer: Property left through a Living Trust does not pass through probate. Property left through a Will does go through probate. Probate is the court system designed to wrap up a person’s affairs after their death. Probate can take a long time, be very expensive, and for most estates, can be avoided with a. . .

ASK HEIDI: What is a Healthcare Surrogate?

Short Answer:   A health care surrogate is an adult who is appointed to make healthcare decisions for you when you become unable to make them for yourself. Why it’s Important: You are ensuring that your healthcare decisions are in the hands of someone you trust. In the event you reach the point that you are. . .

When It Pays to Hire an Attorney

Living in an age where one can Google how to do anything, people think they can “google” their way into not going to the doctor, hiring a roofer or not needing professional legal advice.  In spite of Google, hiring an expert is often still the best way to make sure the job is done right. . . .

April 16th is National Healthcare Decisions Day!

Why do you need to take care of your Healthcare Surrogate Designations? We all plan on living long, happy lives, but we should always be prepared for when unexpected problems arise. When you designate a healthcare surrogate, you are preparing yourself and your loved ones for potentially stressful situations. You are also ensuring that your. . .

Ask Heidi: What is a Medicaid Spend-down?

A Medicaid Spend-Down is a process that allows you to legally spend down your assets in such a way so that you can legitimately qualify for Medicaid. Why Should You Care? People are living much longer than they did in previous generations.  As a result of this, we are seeing a sharp increase in people. . .

ASK HEIDI: Medicare versus Medicaid

Welcome to the inaugural post of my new weekly series:  ASK HEIDI    I find some questions pop up more than others and I will start the series answering THOSE questions, but going forward I hope folks will email, tweet, private message, or post questions on my Facebook and I will answer them anonymously on here.. . .

Divorce Changes Your Will

Do I Need These? The Living Will, Healthcare Directive and DNR Order

If I had to pick the most frequently asked question in my Estate Planning practice this would be it.  Do I Need a Living Will, Healthcare Directive and DNR Order?  The answer:  Yes. No. Maybe So.  I know, not helpful.  Like many things there’s more to it.  For starters, many people assume they are all the. . .