Ask Heidi: Should My Trustee Be My Spouse or Child?
When selecting a trustee only you know your family members’ strengths and weaknesses, putting you in the best position to decide if your spouse or
It was a pleasure working with Heidi. She worked with my wife and I taking care of family business and was exceptional and giving advice and explaining the legal intricacies of what we we need to accomplish. Highly recommend her!
~ Dennis R
Heidi made it a very easy and pleasant experience. She and her staff made you feel welcome. Very professional. I and my wife highly recommend Heidi.
~ Jack N
When selecting a trustee only you know your family members’ strengths and weaknesses, putting you in the best position to decide if your spouse or
In addition to a Will, it’s important to work with an estate attorney to draw up other important legal documents to protect your interests
Answer: Divorce is a difficult process, no matter how amicable the split. Between property division, potential custody disputes, and escalating legal bills, no one wants
Getting an Estate Plan in place is an essential but complicated process. Everyone’s situation is different, and that is why I always recommend hiring an
As we navigate the effects of business in our community, we wanted to share the following resources for you to peruse for you and your
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
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