Navigating Estate Planning as a Single Individual
Contrary to popular belief, possessing few possessions or limited assets doesn’t negate the need for estate planning. Many singles own insurance policies, retirement accounts, and
My father lived in Daytona Beach for years and passed away in December. My family lives in West Virginia and we needed a lawyer to assist us with his estate. I did a Google search for lawyers in Daytona and started calling. The first two offices I called I had to leave a voicemail, neither returned my call. I called Heidi’s office and a real live person answered the phone. I told her what I needed and she promptly scheduled me a phone call with Heidi. Knowing we were not from the area, in fact 700 miles away she went above and beyond in assisting us. We were kept well informed and she collaborated with our realtor to make sure everything was in line. A+++
~ Curt M
She is very knowledgeable and makes you feel comfortable about the decision you making and advising you on your future plans and goals.
~ Dustin R
Contrary to popular belief, possessing few possessions or limited assets doesn’t negate the need for estate planning. Many singles own insurance policies, retirement accounts, and
Trusts are valuable tools in estate planning, offering several advantages over the traditional will. They not only provide a way to bypass the probate process
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Navigating the waters of estate planning can often bring up questions about the role of wills and beneficiary designations. A common point of confusion is
It can be a rocky road to getting your Estate Plan in order —let’s delve into the most common estate planning mistakes, their implications, and
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