Common Myths Regarding Estate Planning – Ask Heidi

  In my practice, clients come to me with preconceived ideas regarding Estate Planning, and many of them are incorrect. Due to this, I decided to create a blog series to debunk the most common myths.  Estate planning is about defining your legacy during your lifetime, enabling you to enjoy the impact it has on. . .

Ask Heidi: What is the role of the Personal Representative in Florida?

For starters, some of you may find it helpful to know that a Personal Representative in Florida is the same thing as an Executor in many other states —Florida Law just chose the term Personal Representative.  A lot of times when I say that folks are like “ohhhhhhhh” and the a-ha moment occurs but if. . .

Common Estate Planning Mistakes and How to Avoid Them

Estate planning and end of life planning are about taking control of how your medical needs are met when you are unable to communicate your wishes and assuring an orderly distribution of your assets post-death.  When we are “young” [at 54 I consider myself young-ish so I use that word with a broad brush] —. . .

What happens in Florida if I die without an Estate Plan?

  Quick answer, State law will dictate how your assets are distributed.   Assets that fall under the purview of the Probate Court without direct beneficiary designations will need to be probated and they will be distributed pursuant to the laws of intestacy.  This means that Florida law dictates who will inherit your probated assets without. . .

Ask Heidi : What are the Steps for Probate Once a Loved One Passes?

When a loved one passes away, the circumstances are emotional and stressful for anyone. The last thing on your mind is the practical and legal steps that must take place during this time. I tell everyone that you should take a breath, take care of putting your loved one to rest, grieve, spend time with. . .

Red Flags to Look for When Hiring an Estate Planning Attorney

Estate Planning is not black and white or an easy area of law to navigate by yourself without legal counsel. Estate Planning is an area of the law that can have everlasting (and devastating) effects on you and your loved one’s future. As with any legal matter, it is essential to remember to choose a. . .

Strangest Estate Planning Requests

Creating a Will allows us to control the nature of our property as well as fulfill some last wishes. But what if those wishes are very strange? You would not be the first!  A surprising unusual estate planning request comes from William Shakespeare.  Shakespeare all but excluded his wife, Anne Hathaway, from his Will instead. . .

What is a Living Will?

In the event you become both mentally and physically incapacitated and can no longer make end-of-life choices yourself, a properly drafted Living Will (also called an Advance Directive) states your wishes and a plan of action regarding medical treatment and life-sustaining measures. A Living Will is a document which states whether or not you want. . .

It Take A Village: Hiring For Your Small Business

When you start a small business, it seems lofty to think that one day you will need to hire people to help you run it.  Here is a couple of ways to see if hiring someone or using a freelance for their services makes sense for your business: You don’t know how to do it.. . .