Wills, Probate

Trusts, Estate Planning

140 South Beach Street, Suite 310
Daytona Beach, FL 32114
(386) 257-3332

Personal Representative

Heidi handled estate planning for us, including setting up a family trust, wills, power of attorney, living will, health care directive. She provided excellent, knowledgeable guidance throughout the process and we worked through these matters effectively and efficiently, and the work was completed for a reasonable fee. We were very pleased with the services provided. ~Dave K

~ Dave K

They are wonderful, caring and very Knowledgeable!!!!

~ Sherry C

MYTH #4: Once I put a plan in place, I don’t need to revisit it later.

 

Estate Planning Myths

Planning is never a “once and done” proposition. Your life, preferences, and goals change over time and maybe also be impacted by outside influences, such as the financial markets, tax law changes, and economic events. What if you marry or divorce, welcome a new child or grandchild, your minor children become adults, you move to another state, or experience the death of a spouse? All of these changes need to be reflected in your estate and legacy planning. That’s why it’s important to periodically review and update your estate planning documents, including your beneficiary designations and how your various accounts are titled.

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