Ask Heidi: When is the Best Time to Start Estate Planning?
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
Our experience with Heidi Webb was fantastic. She explained all that was needed to build our estate planning. The customer service that was provided was well above excellent. We requested our estate plan be available to us in a short period of time. This was well met and gave us a great sense of gratitude. We can now go on with doing what we do and not have to worry about our estate, knowing that all our documents are now in order for our family.
~ George B
Heidi Webb in an excellent attorney ! She is extremely knowledgeable, professional, affordable and amazingly easy to reach.
Heidi was essential in the startup of our new company and remains a central figure guiding us every step of the way.
In addition, she is very pleasant to work with and easy to understand. I don't know what we would have done without her but I'm sure glad we didn't have to find out.
I would recommend Heidi Webb to anyone in search of a terrific attorney !!!
~ Ray M
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