Wills, Probate
Trusts, Estate Planning
210 South Beach Street, Suite 202
Daytona Beach, FL 32114
(386) 257-3332
Heidi is a very client-focused attorney with proven results. Working for Heidi I witnessed first-hand the great rapport she maintained with both other attorneys and the courts, leading to quick and efficient legal satisfaction for her clients. In fact, almost all of our new clients were acquired due to recommendations from other clients or attorneys.
~ Erik M
In Heidi, I have found my Florida attorney. I live out of state but have a home in Florida which I wanted to turn over to my son, who does live in Florida, without running into tax issues. I was imagining all sorts of paper work, but Heidi made it all so simple for me and I was very satisfied with her knowledge and professionalism. What’s more, she is a very nice person and so easy to deal with. I have no hesitation in recommending her and will certainly use her again if the need arises.
~ Marian D.
It shouldn’t come as a surprise that estate planning isn’t a high priority for the typical adult in their 20’s or 30’s. One reason is
We love our four-legged members of our family, but few of us consider who will take care of them and how they will be provided
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
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