Wills, Probate
Trusts, Estate Planning
140 South Beach Street, Suite 310
Daytona Beach, FL 32114
(386) 257-3332
I recently had a difficult legal matter dealing with Trusts and Power of Attorney concerning my elderly parents. Heidi immediately took on the task with calmness and reassurance – and I felt things would work out – and they did. It was her priority to get everything in order and quickly. Heidi is a great person and cares deeply for her clients. I would highly recommend her. Thank you for a job well done.
~ Ron O
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
Despite the Supreme Court’s landmark 2015 ruling in Obergefell v. Hodges, making same-sex marriage the law of the land, many states still have outdated laws
When you are ready to get your plan in place there are several questions to ask yourself regarding your estate plan before you meet with
When I refer to a Will being invalid, the document we are looking at is not legally sound. When drafting a Will, it must be
An invalid will can cause severe problems and putting together your estate planning documents should be thoughtfully done with the assistance of a professional. For
It’s been a while since I posted about the weird clauses in estate planning history. I always say your Will needs to fit your unique
Short answer, you can, but it will not be enforceable in Florida. No-contest clauses have been used in Wills for centuries and are used
There are several ways to leave money to a charity, some less complex than others. To keep it simple you can simply name charities in
No. If someone had an asset in their name. The amount of the asset does not matter for Florida purposes, just the titling. That said,
If you are planning to remarry or have already remarried, you need to revisit your estate plan to ensure that your wishes and those of
Estate planning is one of the most critical things you must do during your lifetime. Unfortunately, most people are inexperienced with the process, so they
Just because a clause is in your will does not mean the court will enforce it. The purpose of a penalty clause is to discourage
I have said in previous blog posts that estate planning documents should be reviewed when you relocate to a new state and this is still
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