Wills, Probate

Trusts, Estate Planning

210 South Beach Street, Suite 202
Daytona Beach, FL 32114
(386) 257-3332

Personal Representative

I would like to express my deep gratitude to Heidi for responding quickly to my concerns, giving me a specific, well thought out game plan, and for providing me with invaluable resources as I deal with my mother's decline into dementia.  Highly recommend.

 

~ Karen G.

We recently completed a new will and trust with Heidi Webb, attorney in Daytona Beach. Even though we had these documents from another state, they needed to be replaced to comply with Florida laws. When we met with Heidi, she reviewed our documents, explained what needed to be done and why, and answered all our questions and concerns. Where other lawyers said what we should do, Heidi asked us what we wanted to do and then explained pros and cons. We never felt rushed and she gave us all the time we needed to make our final decisions. Her professionalism, interest in her clients, friendly personality and care went a long way to making the whole process easy and very pleasant. We highly recommend Heidi Webb for your estate planning needs.

~ Daniel R

How Do I Talk to My Parents About Estate Planning?

estate planning

The Estate Planning conversation can be difficult.

Conversations about planning for a senior’s later years seem difficult because often they are delayed until a medical crisis forces the family’s hand. Here are two suggestions on how to make this conversation a productive one for all parties involved. 

Schedule a Time to Hold the Conversation

Let them know ahead of time that you want to discuss something important. The first conversation should take place at your parents’ home, or another place where they feel comfortable. Make an “agenda” on the issues you want to discuss during this meeting to stay on track if things get emotional.

Avoid Making Your Parents Defensive

If your parents are more hesitant, start with the least emotional topics to establish comfort. Always open the conversation with “I” statements, instead of “you” statements. Saying something like, “You can’t manage your finances anymore,” would only get your parents’ hackles up. –instead, say “I want us to be prepared in case there’s an emergency so that I can be helpful.”  If you make sure your conversation is coming from a helpful place, the discussion will be a positive one.

If your parents are willing, consulting with an Estate Planning Attorney is something I always recommend.   If you are located in the Daytona Beach area, call my office for a free consultation.

Share this…