Wills, Probate
Trusts, Estate Planning
210 South Beach Street, Suite 202
Daytona Beach, FL 32114
(386) 257-3332
My wife, Patsy, and I were recommended to call Heidi for Estate Planning by some of our neighbors in Margaritaville located in Daytona Beach. We worked with Heidi to develop a complete estate plan with a trust, wills, power of attorney, etc. We have a large family and this covered all of our personal assets and our small business. Heidi has a wealth of experience & knowledge, is pleasant and easy to work with. We have the utmost confidence in Heidi and asked her to be the Executor of our Estate. We recommend her to anyone who has estate planning needs
~ Gary B
Heidi is thorough and professional. We truly appreciated her help guiding us through a business transaction and getting all the paperwork handled for us within a reasonable time frame and for a reasonable fee. I will definitely be recommending her to others and will use her if the need arises again in the near or long-term future. Thanks for the help Heidi!
~ Andrew P.
Trusts are valuable tools in estate planning, offering several advantages over the traditional will. They not only provide a way to bypass the probate process
As hurricane season approaches in Florida, residents face the annual reality of preparing for potential natural disasters. Beyond the necessary steps of securing physical safety
Relocating to Florida promises sunnier skies and a new lifestyle but also introduces several legal nuances, especially in the realm of estate planning. It’s imperative
A person must be at least 18 to be qualified to serve as a personal representative. The person must also not be a convicted felon
Family jewelry often carries sentimental value that far exceeds its monetary worth. When planning your estate, ensuring a fair and harmonious distribution of these precious
When planning for a future that ensures your assets are managed and distributed according to your wishes, meeting with an estate planning attorney is a
As March 1, 2024, approaches, Florida homeowners should be marking their calendars. This date isn’t just signaling the end of winter—it’s also the statutory deadline
As we bid farewell to the holiday season and step into a new year, it’s not just resolutions that should be on our minds. For
In today’s digital age, our online presence and digital assets are as tangible and valuable as our physical assets. From photos stored in the cloud
Navigating the waters of estate planning can often bring up questions about the role of wills and beneficiary designations. A common point of confusion is
It can be a rocky road to getting your Estate Plan in order —let’s delve into the most common estate planning mistakes, their implications, and
Estate planning is a critical aspect of ensuring that your assets are distributed according to your wishes after your passing. Yet, openly discussing these matters
Share this…
Site by Diana Nichols and company
