Wills, Probate
Trusts, Estate Planning
210 South Beach Street, Suite 202
Daytona Beach, FL 32114
(386) 257-3332
The office staff is very professional, helpful and welcoming. Heidi is through easy to talk to. I now feel my wishes are well laid out and easy for those involved to carry out .
~ Kathy M
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
The probate process is a legal procedure that is required after someone passes away to settle their estate. The process varies from state to state,
Estate planning can be a complex task, but a necessary one. A crucial aspect of this process is understanding probate and deciding whether, based on
Creating an estate plan can be manageable, and it will only be if you follow a checklist and work with an experienced attorney. Here are
Short Answer, NO. There should only be one Personal Representative in a Will – period. It is my experience that having two, especially siblings, causes
A medical directive, also known as an Advance Directive or Living Will, is a legal document that outlines a person’s healthcare preferences in case they
Estate planning is a crucial aspect of securing one’s financial future and providing for loved ones. For LGBTQ+ couples, estate planning can involve unique challenges
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landmark 2015 ruling in Obergefell v. Hodges, making same-sex marriage the law of the land, many states still have outdated laws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
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