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

I was so lucky to have found Ms. Webb. As my parents were aging, new legal and financial questions arose with which none of us had any experience. Ms. Webb spent nearly two hours with us answering questions and sharing her professional knowledge and advice. She created an archive of our important documents and followed up via email throughout the following week until she could be sure that we felt confident and satisfied in the decisions we needed to make. She genuinely cares about her community and applies her expertise to help others before herself. Trustworthy, dependable, and efficient, Heidi Webb is a true gem!

~ Maggie 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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