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
Heidi is the best !! After the birth of my daughter, all my priorities changed, of course, and she helped me through all the new "adulting" I needed to do! She made it super easy to talk about some difficult subjects and I never once felt uncomfortable. We actually shared a few laughs and I'm appreciative of that. We went through everything from advanced directives, trust planning, and wishes I had for my family in any event that I would be unable to care for them. Like I said, it's some tough stuff to face for some of us, but I am so appreciative for her services . The peace of mind I have now is priceless ! Thank you Heidi !!
~ Lauren M
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
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