Wills, Probate
Trusts, Estate Planning
210 South Beach Street, Suite 202
Daytona Beach, FL 32114
(386) 257-3332
Heidi helped me and my husband prepare a will, living will, health surrogate and power of attorney. She is friendly, professional and explained everything in detail to us. I would highly recommend her for estate planning.
~ Maria G
I can't say enough good things about Heidi - she 100% saved the day on a house purchase my daughter was making - there were issues with a Life Estate which my husband and I knew nothing about. Heidi not only educated me but helped the seller (their son was the Trustee) with some very complicated issues that could have potentially blown the sale. Because of Heidi's legal expertise with elder law/estates and trusts, my daughter closed on the house this week.
~ Denise M
Estate planning is a critical aspect of ensuring that your assets are distributed according to your wishes after your passing. Yet, openly discussing these matters
Estate planning in Florida encompasses more than just preparing a will. One crucial aspect of planning involves understanding the difference between probate and non-probate assets.
The question of leaving one’s estate to a non-married partner in Florida is not uncommon. While the law provides a clear path for married couples,
Elder financial exploitation is an alarming and growing problem. This abuse can involve the illegal or unauthorized use of an older person’s funds, property, or
The probate process is a legal procedure that is required after someone passes away to settle their estate. The process varies from state to state,
Estate planning can be a complex task, but a necessary one. A crucial aspect of this process is understanding probate and deciding whether, based on
Creating an estate plan can be manageable, and it will only be if you follow a checklist and work with an experienced attorney. Here are
Short Answer, NO. There should only be one Personal Representative in a Will – period. It is my experience that having two, especially siblings, causes
A medical directive, also known as an Advance Directive or Living Will, is a legal document that outlines a person’s healthcare preferences in case they
Estate planning is a crucial aspect of securing one’s financial future and providing for loved ones. For LGBTQ+ couples, estate planning can involve unique challenges
Despite the Supreme Court’s landmark 2015 ruling in Obergefell v. Hodges, making same-sex marriage the law of the land, many states still have outdated laws
When you are ready to get your plan in place there are several questions to ask yourself regarding your estate plan before you meet with
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