Wills, Probate
Trusts, Estate Planning
140 South Beach Street, Suite 310
Daytona Beach, FL 32114
(386) 257-3332
Heidi helped me get organized with all of my beneficiary paperwork and made me aware of things that I didn't even know to ask about. She's a pro at what she does and so easy to work with!
~ Becky 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
Estate planning is one of the most critical things you must do during your lifetime. Unfortunately, most people are inexperienced with the process, so they
Just because a clause is in your will does not mean the court will enforce it. The purpose of a penalty clause is to discourage
I have said in previous blog posts that estate planning documents should be reviewed when you relocate to a new state and this is still
When you have lost a loved one; in addition to the pain of loss, you may also need to navigate the vocabulary and processes associated
There are three general ways attorneys charge for their services by the hour, percentage, and/or flat rate, and the pricing can vary depending on the
Why should you speak to your adult kids about your estate plan? It gives you a chance to tell your children how you want your
If you are planning to remarry or have already remarried, you should revisit your estate plan to ensure that your wishes and those of your
There are many considerations that should be discussed with your attorney while putting together your Estate Plan. During our first meeting, I get the fundamental,
I send my prospective clients a Questionnaire to get them started before they get to the other side of my desk. If your potential Attorney
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
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