Wills, Probate
Trusts, Estate Planning
140 South Beach Street, Suite 310
Daytona Beach, FL 32114
(386) 257-3332
Heidi is amazing! She prepared all of our estate documents. She took the time to understand our needs, prepared everything based upon our needs and desires, and explained everything thoroughly, yet in terms that were easily understood. I HIGHLY recommend Heidi! She's very knowledgeable, professional and accessible. She also has an amazing staff!
~ Merry S
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
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
The Internet is a fantastic tool for so many areas of life —there’s nothing handier than Google. That said, while it’s a great information gathering
As I sat down to write the blog this month, I reviewed my past posts for inspiration. I came up with a post giving Estate
A Health Care Surrogate is a person you authorize to make medical decisions for you when you cannot. It is important to discuss your wishes
Many people do not have an estate plan in place because their need was never adequately described or understood, and the purpose of this blog
If you have college-age children, there is an important conversation you need to have with them while they are home for winter break – getting
The quick answer is the Personal Representative is the person responsible for carrying out the directives of a Will. The Personal Representative also manages the
A Probate Attorney is a state-licensed attorney who works with the Personal Representative and the beneficiaries of an estate to settle the decedent’s affairs. Their
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