I would highly recommend Heidi and her team to everyone!! Needing to update my estate plan documents after a divorce, I consulted with Heidi who evaluated my situation and came up with documents that were tailored to my needs and explained it all in layman's terms for me. Her recommendations were exactly what I needed and I now feel confident I have well laid out plans for myself and my family. After realizing how lacking my prior documents were, I had her review my mother's documents, which we all thought were up-to-date. Thank goodness I took that step as well because my mothers documents were not even close to what was needed. Heidi's knowledge and compassion for her clients is exceptional, I give her the highest commendation!

~ Beth M

Hi Heidi,

Just a note to say thank you for being so helpful and kind to my co-workers. I recommend you to anyone who needs an attorney like you.

If all attorneys were like you, maybe they would not have such a bad rep.

~ Debbie J.

ASK HEIDI: Do I need to select a Power of Attorney for financial matters and another for health care, or can the same person do both?

Short Answer: While it’s two different documents/roles it can be the same person wearing both hats.

The document for handling financial matters is called a Durable Power of Attorney and the Health Care Surrogate Designation is for healthcare decisions when you are unable but there’s an expectation of survival.

I usually approach it from the perspective that they are very different roles and often different loved ones might be better suited for one rather than the other. I tell my client’s that they shouldn’t feel it HAS to be the same person but it absolutely can be.

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ASK HEIDI: Do I need to select a Power of Attorney for financial matters and another for health care, or can the same person do both?

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