Wills, Probate
Trusts, Estate Planning
140 South Beach Street, Suite 310
Daytona Beach, FL 32114
(386) 257-3332
Thank you to Heidi and her team for patiently working with me during a difficult situation. Our beloved Mother passed away and we needed to settle her estate, transfer property title, and create a will and trust. We were able to perform all of these activities over mail and telephone calls because we had left FLA to visit family in another state.
~ Lori B
Fantastic, thorough and caring Professional. An expert in her field, providing outstanding advice and legal services. This level of performance is the baseline standard throughout her office.
~ Bob K
Despite the Supreme Court’s landmark 2015 ruling in Obergefell v. Hodges, making same-sex marriage the law of the land, many states still have outdated laws
When you are ready to get your plan in place there are several questions to ask yourself regarding your estate plan before you meet with
When I refer to a Will being invalid, the document we are looking at is not legally sound. When drafting a Will, it must be
An invalid will can cause severe problems and putting together your estate planning documents should be thoughtfully done with the assistance of a professional. For
It’s been a while since I posted about the weird clauses in estate planning history. I always say your Will needs to fit your unique
Short answer, you can, but it will not be enforceable in Florida. No-contest clauses have been used in Wills for centuries and are used
There are several ways to leave money to a charity, some less complex than others. To keep it simple you can simply name charities in
No. If someone had an asset in their name. The amount of the asset does not matter for Florida purposes, just the titling. That said,
If you are planning to remarry or have already remarried, you need to revisit your estate plan to ensure that your wishes and those of
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
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