
Considerations for Selecting Your Guardian and Conservator
When choosing your guardian and conservator, it may be that the roles are not suited to only one person in your “village.” That is
Our entire experience creating necessary estate documents through Heidi was only positive. She and Molly were extremely prompt with communication and her services were reasonably priced. She took the time to always thoroughly explain everything and answer my MANY questions always with a smile and the desire to make sure we were confident in how we worded things for our documents. She was happy to make changes to fit our needs and was even available to give advice regarding how to best handle my late father in law’s affairs. We really appreciate knowing that Heidi has our best interest in mind and that we have a relationship with an attorney whom we wholeheartedly trust. I’m not easy to win over in professional relationships, and I would fully recommend her to others.
~ Hannah C
Heidi makes the process of setting up a trust very easy. She is quick to answer any questions and is very knowledgeable about the subject. In addition, the trust document binder she provides is well organized, which makes it easy to follow.
Thank you for everything.
~ Todd B
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
When selecting a trustee only you know your family members’ strengths and weaknesses, putting you in the best position to decide if your spouse or
In addition to a Will, it’s important to work with an estate attorney to draw up other important legal documents to protect your interests
Answer: Divorce is a difficult process, no matter how amicable the split. Between property division, potential custody disputes, and escalating legal bills, no one wants
Getting an Estate Plan in place is an essential but complicated process. Everyone’s situation is different, and that is why I always recommend hiring an
As we navigate the effects of business in our community, we wanted to share the following resources for you to peruse for you and your
Planning is never a “once and done” proposition. Your life, preferences, and goals change over time and maybe also be impacted by outside influences,
A will is a legal document that instructs how your property will be distributed after your death. It allows you to name a Personal Representative
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