Wills, Probate

Trusts, Estate Planning

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

Personal Representative

Heidi was highly recommended to us as an estate lawyer, and we couldn't be happier in choosing Heidi to set up a trust plan for us. Though professional, she's warm and friendly, making the entire process stress free, explaining everything in terms that were easy for us to understand. She was very thorough and addressed and answered all our concerns.

~ Pat W

Profession, yet friendly. Felt like we were being treated as equals.

~ Eileen W

MYTH #2: Estate planning is only about distributing my assets after I’m gone.

Estate Planning Myths

Incapacity planning is an area of planning that encompasses far more than managing your assets after your lifetime.  Incapacity planning is an ever-evolving plan —I like to call it Life Stage Planning and it is the preparation for unexpected events at every stage of your life.  When you have a young family it would include naming a guardian for your minor children as well as a Conservator or Trustee to manage their finances while they are under the age of majority [or longer if that is your wish].  As we age it becomes more important to think about who will manage your affairs if you’re no longer able to do so yourself, to the type of care you will you receive, and who will oversee your care.

Share this…