Wills, Probate
Trusts, Estate Planning
140 South Beach Street, Suite 310
Daytona Beach, FL 32114
(386) 257-3332
~ Lisa C
Very helpful and upfront honesty. Saved me money with advice on what to do with my brother's estate. Highly recommend trustworthy firm.
~ Michael P
I get asked this a lot in my practice and the answer is always the same, “It’s Now.” Thinking about the end of your life
Estate planning is not something that many people look forward because it’s associated with mortality, but it’s important to think of the next generation. If
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
As an Estate Planning in the Daytona Beach area, I have the privilege to help my clients in all aspects of setting up wills, trusts,
“Death brings out the best and the worst in families.” If you have been through a personal loss, you may have experienced it first-hand. Grief
An Estate Plan contains many documents, some that people are unaware of and need. Here is an overview of eight documents you may need to
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
Once you’ve located a prospective estate planning attorney, you’ll need to ask the attorney the following list of questions to determine if they’re truly
Answer: Naming an out of state –non-blood related– Personal Representative. We see this mistake made in a few Wills every year: the decedent names a
There are three characteristics I believe you should look for when choosing the Personal Representative of your estate: someone who can carry out the needed
Answer: Think about whom you would like as Personal Representative for your estate. You don’t have to limit your ‘pool’ to family members and
There are many pitfalls to be avoided when putting together your Estate Plan, especially if you try to do it yourself. For this post, I
Share this…
Site by Diana Nichols and company
