Wills, Probate

Trusts, Estate Planning

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

Personal Representative

Heidi has helped us with business and estate planning, and she is wonderful to work with--she's smart, funny, and she knows her stuff.  My wife and I say that finding Heidi has been the best part of relocating to Florida.

~ Jonathan F

Heidi's willingness to have meetings or zoom calls has been very helpful. My in-laws used her for their estate planning, and now we're tasked with managing the process. Questions always come up, and her policy of free telephone/zoom calls greatly simplifies things for us and encourages us to reach out to her. She is extremely knowledgeable in this area and has a great staff backing her up. I would recommend her to anyone looking for assistance in estate planning in the area.

~ Mike Z.

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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