140 South Beach Street, Suite 310
Daytona Beach, FL 32114
(386) 257-3332
1002 East New Haven Avenue
Melbourne, FL 32901
(321) 821-2321
Heidi handled estate planning for us, including setting up a family trust, wills, power of attorney, living will, health care directive. She provided excellent, knowledgeable guidance throughout the process and we worked through these matters effectively and efficiently, and the work was completed for a reasonable fee. We were very pleased with the services provided. ~Dave K
~ Dave K
Heidi and her team are professional and courteous. Highly recommend.
~ Arthur R
In my practice, I see clients that do not understand the difference between probate and estate planning. Many think having an estate plan will avoid
Probate laws differ from state to state, so it’s essential to be familiar with your state’s laws to make sure what you envision with your
In Florida, state law requires an attorney represent the estate in a Formal Probate but not all probates or estate administrations REQUIRE attorney involvement and
Probate and Estate planning are two distinct parts of my practice and clients often ask me what is the difference between Estate Planning and Probate.
Every client’s situation is unique, and a client’s Estate Planning may contain many documents. That being said, there are four documents I recommend my Estate
The Netflix movie, “I Care A Lot,” is meant to be an entertaining movie about a shady legal guardian who picks the wrong elderly woman
The pandemic has changed everything – including how Estate Plans are drafted. The unique aspects of the health crisis exposed some weaknesses in estate plans
Just signing a contract without reading and understanding it will surely lead you to a string of consequences. For this reason, I always recommend seeking
No, you do not want your arrangements in your estate documents. The funeral arrangements are made before the legal matters of the deceased Will. Instead
If you are preparing to plan your estate, it is also essential for you to organize your estate planning documents to be easier for your
When choosing your guardian and conservator, it may be that the roles are not suited to only one person in your “village.” That is
The initial meeting with an Estate Planning attorney will most likely be informative for YOU and a precursor to your providing information to the attorney,
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