Probate & Estate Planning
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.
Heidi has prepared wills, durable power of attorney and Living wills for multiple relatives, my mother and me.
We recently needed to update documents for my mom. After a couple of phone consultations during which Heidi asked questions to ascertain all of our needs, we scheduled an appointment to meet and sign. Heidi always displays great level of care, concern and professionalism. She is very knowledgeable and quite thorough. The whole process was very smooth and easy. Mom was comfortable and felt heard and cared for. I have recommended Heidi to a number of friends and family and they have all echoed the same sentiment. If you are looking for the utmost respect and care while completing your estate planning I urge you to call Heidi.
~ Michael U
I can't thank Heidi and staff enough for the help that was given in resolving my cousins/aunts estate. I live out of state and not being in Florida was never an issue with getting this complicated estate worked out. Every aspect was handled with courtesy and expedience. Thanks so much!!
~ David P
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,
Q: I have recently retired and relocated to Florida, but my Will was drafted and executed in another state. Do I need to update my
Hiring an attorney can be a stressful time no matter the issue and it is critical to communicate clearly and work with your attorney and
There are several common reasons why someone would leave unequal bequests: Strained relationship Estranged relatives An attempt to even out the amount given to loved
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