Wills, Probate

Trusts, Estate Planning

210 South Beach Street, Suite 202
Daytona Beach, FL 32114
(386) 257-3332

Personal Representative

The office staff is very professional, helpful and welcoming. Heidi is through easy to talk to. I now feel my wishes are well laid out and easy for those involved to carry out .

~ Kathy M

Hello Heidi,

My name is Bill S. I am the youngest child of Tony and Ann S. We have never met, but from what I have seen and heard from my Dad, you have done some amazing things to help him. He has praised your efforts enormously to both me and my Brother Bob.

I wanted to reach out and send a quick note of appreciation for helping him through a very tough time. Although you may have not received much in the way of money for your work on this, (My Dad shared with me your bill), please know that you have made an enormous difference in our lives.

My Dad has been a “prisoner” in his house for a few years now, and the help that he has been able to get through your assistance, has been truly invaluable. I was down there last week and we had a few tough days. I am not sure what we have done without the assistance that you helped provide.

Thank you dearly for all you have done, you have truly been an angel for our family. God Bless You and your family!!!

~ Bill S.

estate planning mistakes

Common Estate Planning Mistakes

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 can easily make mistakes. Here are some estate planning mistakes I see in my practice and how to avoid them.

Not communicating your plans

You should tell your family whom you’ve chosen as Personal Representative and whom you’ve named as the Trustee, if applicable. To help avoid unpleasant surprises when your estate is being settled, talk to your heirs once your plan is drafted so they know what to expect.

Not reviewing your plans periodically

Don’t forget about your estate plan once you create them. As discussed in a previous blog post, your situation and interests may change over time and you’ll want to review your plans once in a while to see if they need to be modified.

Not Using an Estate Planning Attorney

Hiring a legal professional is the only way to ensure your plan is correct. After all, you wouldn’t hire an A/C guy to fix your plumbing, right? The same goes for Estate Planning. So take the time to find the right attorney for your needs. This process can be complex, and it pays to hire a professional that is up to date on the law and has the experience to meet your needs.

Creating an Estate Plan is one of the most important things you can do for your family and loved ones. But don’t let your good intentions fall to the wayside because you make any of these unintentional Estate Planning mistakes.

Heidi S. Webb, Attorney at Law serves clients in Daytona Beach, Ormond Beach, Port Orange, and beyond with matters of Elder Law, Estate Planning, and Small Business Law. Contact her today to schedule a free consultation. Visit her page on Facebook, or see what her clients are saying to learn more about Heidi. 

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