Wills, Probate
Trusts, Estate Planning
140 South Beach Street, Suite 310
Daytona Beach, FL 32114
(386) 257-3332
Heidi and staff are friendly, welcoming and caring as well as professional, knowledgeable and efficient.
~ Paula B
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
Planning is never a “once and done” proposition. Your life, preferences, and goals change over time and maybe also be impacted by outside influences,
A will is a legal document that instructs how your property will be distributed after your death. It allows you to name a Personal Representative
Incapacity planning is an area of planning that encompasses far more than managing your assets after your lifetime. Incapacity planning is an ever-evolving plan —I
In my practice, clients come to me with preconceived ideas regarding Estate Planning, and many of them are incorrect. Due to this, I decided
For starters, some of you may find it helpful to know that a Personal Representative in Florida is the same thing as an Executor in
Estate planning and end of life planning are about taking control of how your medical needs are met when you are unable to communicate your
Quick answer, State law will dictate how your assets are distributed. Assets that fall under the purview of the Probate Court without direct beneficiary
When a loved one passes away, the circumstances are emotional and stressful for anyone. The last thing on your mind is the practical and legal
Estate Planning is not black and white or an easy area of law to navigate by yourself without legal counsel. Estate Planning is an area
Creating a Will allows us to control the nature of our property as well as fulfill some last wishes. But what if those wishes are
In the event you become both mentally and physically incapacitated and can no longer make end-of-life choices yourself, a properly drafted Living Will (also called
Sometimes we are not often able to donate to important charitable causes as much during our lives as we might like to. Leaving a gift
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