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
Heidi did an AMAZING job as our estate planner! With a somewhat complicated situation in creating a trust for us, as we were living in different states at the time, she made the process easy to understand. Her knowledge of estate planning in all areas of the country was invaluable in assisting us with our needs and explaining each step through the process. We would gladly encourage anyone hiring an estate planner to consider Heidi Webb. Thank you Heidi! :)
~ Sarah L
Heidi is thorough and professional. We truly appreciated her help guiding us through a business transaction and getting all the paperwork handled for us within a reasonable time frame and for a reasonable fee. I will definitely be recommending her to others and will use her if the need arises again in the near or long-term future. Thanks for the help Heidi!
~ Andrew P.
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
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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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