How to Discuss Your Estate Planning Wishes with Your Heirs
Estate planning is a critical aspect of ensuring that your assets are distributed according to your wishes after your passing. Yet, openly discussing these matters
They are wonderful, caring and very Knowledgeable!!!!
~ Sherry C
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
Estate planning is a critical aspect of ensuring that your assets are distributed according to your wishes after your passing. Yet, openly discussing these matters
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Short Answer, NO. There should only be one Personal Representative in a Will – period. It is my experience that having two, especially siblings, causes
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Estate planning is a crucial aspect of securing one’s financial future and providing for loved ones. For LGBTQ+ couples, estate planning can involve unique challenges
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When you are ready to get your plan in place there are several questions to ask yourself regarding your estate plan before you meet with
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