Wills, Probate
Trusts, Estate Planning
140 South Beach Street, Suite 310
Daytona Beach, FL 32114
(386) 257-3332
Excellent experience from initial consultation to obtaining final documents. Thorough and precise. Very satisfied.
~ Cheryl B
Heidi and staff are friendly, welcoming and caring as well as professional, knowledgeable and efficient.
~ Paula B
This question gets a resounding YES. No matter what your financial status is, having a Will is necessary to give YOU the control of
As we stress pretty often, Estate Planning is a part of adulting that everyone should take some time to address. While we are most familiar with
It shouldn’t come as a surprise that estate planning isn’t a high priority for the typical adult in their 20’s or 30’s. One reason is
We love our four-legged members of our family, but few of us consider who will take care of them and how they will be provided
I get asked this a lot in my practice and the answer is always the same, “It’s Now.” Thinking about the end of your life
Estate planning is not something that many people look forward because it’s associated with mortality, but it’s important to think of the next generation. If
Short Answer: While it’s two different documents/roles it can be the same person wearing both hats. The document for handling financial matters is called a
As an Estate Planning in the Daytona Beach area, I have the privilege to help my clients in all aspects of setting up wills, trusts,
“Death brings out the best and the worst in families.” If you have been through a personal loss, you may have experienced it first-hand. Grief
An Estate Plan contains many documents, some that people are unaware of and need. Here is an overview of eight documents you may need to
Conversations about planning for a senior’s later years seem difficult because often they are delayed until a medical crisis forces the family’s hand. Here are
Once you’ve located a prospective estate planning attorney, you’ll need to ask the attorney the following list of questions to determine if they’re truly
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