
Why You Should Change the Beneficiary on your Retirement Account
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
If you are looking for a firm to handle your estate plan, I highly recommend Heidi Webb, Attorney at Law. She and her staff are thorough professionals. I was very impressed with the in-depth knowledge and explanations in layperson's terms. In the end I felt like I made good, informed decisions for me and for my family's future.
~ Jill B
We were in need of a trust and will package. After checking around with some of the bigger firms in the area we settled on Heidi S. Webb because she was so attentive to what we needed during our initial free zoom consultation. Heidi and her very able assistant Molly gave us great advice and prepared documents tailor made to our needs. The entire process was smooth and very reasonably priced. Something we had dreaded dealing with for years turned out to be a pleasure thanks to Heidi.
~ Kevin S
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
Ok, you have put your plan in place with an Estate Planning Attorney, but you have reviewed it recently? Does this plan currently fit your
If you have been reading my blog, you know I always recommend hiring an Estate Planning Attorney to help you put your documents in place
The Internet is a fantastic tool for so many areas of life —there’s nothing handier than Google. That said, while it’s a great information gathering
As I sat down to write the blog this month, I reviewed my past posts for inspiration. I came up with a post giving Estate
A Health Care Surrogate is a person you authorize to make medical decisions for you when you cannot. It is important to discuss your wishes
Many people do not have an estate plan in place because their need was never adequately described or understood, and the purpose of this blog
If you have college-age children, there is an important conversation you need to have with them while they are home for winter break – getting
The quick answer is the Personal Representative is the person responsible for carrying out the directives of a Will. The Personal Representative also manages the
A Probate Attorney is a state-licensed attorney who works with the Personal Representative and the beneficiaries of an estate to settle the decedent’s affairs. Their
In my practice, I see clients that do not understand the difference between probate and estate planning. Many think having an estate plan will avoid
Probate laws differ from state to state, so it’s essential to be familiar with your state’s laws to make sure what you envision with your
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