Ask Heidi: Where Should I keep my Estate Planning documents for safekeeping?
Answer: After you’ve created a Will, the next decision is where to store the Will so that your Personal Representative can easily find it when
My father lived in Daytona Beach for years and passed away in December. My family lives in West Virginia and we needed a lawyer to assist us with his estate. I did a Google search for lawyers in Daytona and started calling. The first two offices I called I had to leave a voicemail, neither returned my call. I called Heidi’s office and a real live person answered the phone. I told her what I needed and she promptly scheduled me a phone call with Heidi. Knowing we were not from the area, in fact 700 miles away she went above and beyond in assisting us. We were kept well informed and she collaborated with our realtor to make sure everything was in line. A+++
~ Curt M
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
Answer: After you’ve created a Will, the next decision is where to store the Will so that your Personal Representative can easily find it when
It is a common misconception that having money means you hire the best advisors and have your life completely in order, but this is not
Short Answer: Yes, divorce does void beneficiary designations as well as will provisions. Why it’s Important: If you want your ex-spouse to still to inherit
You do not have to have a ton of assets to need an Estate Plan. You do need an attorney specializing in this area of
Short Answer: A complication of diseases such as Alzheimer’s Disease is that the person may lack or gradually lose the ability to think clearly. This
In my practice, I preach about talking to your loved ones about their end-of-life paperwork and Estate Planning. What I didn’t consider, until I ran
A love one has passed and now the probate process starts. But where to begin? First let’s define what “Probate” is per the Florida Bar
Technology has created new jobs, a new industry, and a new step in estate planning. The days of just gathering just paper documents folder so
When someone passes away, finding all the accounts, insurance policies, and necessary information to close an entire estate can be a monumental search. When I
Short Answer: Many people are not as lucky to have what I have in life. Giving back is my way to pay it forward in
Creating an Estate Plan can be confusing and time consuming if you try to do it on your own. Working with a trusted attorney who
Short Answer: Property left through a Living Trust does not pass through probate. Property left through a Will does go through probate. Probate is the
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