Ask Heidi: What are the first Steps I should take for my Estate Plan?
Answer: Think about whom you would like as Personal Representative for your estate. You don’t have to limit your ‘pool’ to family members and
This was by far the the best legal experience I have ever had. Heidi was both professional and personable. She remained in contact with me through the entire process. I highly recommend her services and I will definitely use her again.
~ Mary D
I have been a friend of Heidi and her family for a very long time which is why, after my dad passes away and I needed to create a will and set up a trust account, I called Heidi. When we met, she explained everything I needed to do so she could set up my will and trust. She told me what she would do once I finished my part. She asked me very detailed questions about my wishes. She drafted my will and trust account and when I arrive at her office for the final signing, all the documentation was laid out for me very clearly. She went through all the documents with me, with explanations of them all, in case there might be anything was not as I wanted. It was very obvious to me she was very knowledgeable in her craft. Heidi is a true professional who helped me with my estate planning, her attention to detail is top notch. I would highly recommend Heidi to anyone considering their trust or estate planning, she is the best!
~ Neighbor
Answer: Think about whom you would like as Personal Representative for your estate. You don’t have to limit your ‘pool’ to family members and
There are many pitfalls to be avoided when putting together your Estate Plan, especially if you try to do it yourself. For this post, I
Caring for an ill parent or settling their estate once they have passed is an emotional time in a family and can start a
Short Answer: Not naming a beneficiary or keeping their beneficiaries up to date on their contractual “non-probate” assets is the most significant mistake that folks
Last month I started what I consider one of my most important posts –a series regarding the most common pitfalls I see in Estate
You’ve worked way too hard to leave your estate plan to chance. Stop procrastinating and protect your family and loved ones and your hard-earned legacy
When considering if you or a family member needs to hire an elder law attorney, believe this – elder law issues are complex and one
Knowing what to look for when choosing a good nursing home for your loved one is essential. Here in Florida, some nursing homes in Miami
Answer: After you’ve created a Will, the next decision is where to store the Will so that your Personal Representative can easily find it when
It is a common misconception that having money means you hire the best advisors and have your life completely in order, but this is not
Short Answer: Yes, divorce does void beneficiary designations as well as will provisions. Why it’s Important: If you want your ex-spouse to still to inherit
You do not have to have a ton of assets to need an Estate Plan. You do need an attorney specializing in this area of
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