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
Heidi has helped us with business and estate planning, and she is wonderful to work with--she's smart, funny, and she knows her stuff. My wife and I say that finding Heidi has been the best part of relocating to Florida.
~ Jonathan F
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
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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