Wills, Probate

Trusts, Estate Planning

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

Personal Representative

It was a pleasure working with Heidi. She worked with my wife and I taking care of family business and was exceptional and giving advice and explaining the legal intricacies of what we we need to accomplish. Highly recommend her!

~ Dennis R

I had a great experience with attorney Heidi S. Webb and her team. My father passed away in Florida and left me some property. I live in Massachusetts so I wanted to sell it. Heidi and her team represented me. Heidi was able to quickly put the property on the market and get it sold quickly as well. She put in the extra effort and was able to find a buyer willing to pay significantly above the listing price. I couldn't be happier with the way she handled everything for me and how she made a difficult time in my life much easier. Heidi and her team were very professional but there was also a very personal touch as well. I highly recommend Heidi S. Webb to handle any of your needs. You will be happy you did! Thanks again to Heidi, Molly and the rest of the team!

~ Matthew P

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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