I would highly recommend Heidi and her team to everyone!! Needing to update my estate plan documents after a divorce, I consulted with Heidi who evaluated my situation and came up with documents that were tailored to my needs and explained it all in layman's terms for me. Her recommendations were exactly what I needed and I now feel confident I have well laid out plans for myself and my family. After realizing how lacking my prior documents were, I had her review my mother's documents, which we all thought were up-to-date. Thank goodness I took that step as well because my mothers documents were not even close to what was needed. Heidi's knowledge and compassion for her clients is exceptional, I give her the highest commendation!
~ Beth M
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
Just because a clause is in your will does not mean the court will enforce it. The purpose of a penalty clause is to discourage
I have said in previous blog posts that estate planning documents should be reviewed when you relocate to a new state and this is still
There are many considerations that should be discussed with your attorney while putting together your Estate Plan. During our first meeting, I get the fundamental,
I send my prospective clients a Questionnaire to get them started before they get to the other side of my desk. If your potential Attorney
This is an important question I am asked by clients and the answer may surprise you. Why do I have to change my beneficiary on