
Ask Heidi – What Are Some Questions You Ask Clients?
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,
Ms. Webb is very knowledgeable, helpful and honest. She provides advice and council in a way you can understand. In addition she follows through on every commitment and keeps you apprised. When we needed an attorney in Florida she was the first person we contacted and after speaking with her we knew right away we didn’t need to contact anyone else. We highly recommend her!
~ Mike D.
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
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
Ok, you have put your plan in place with an Estate Planning Attorney, but you have reviewed it recently? Does this plan currently fit your
If you have been reading my blog, you know I always recommend hiring an Estate Planning Attorney to help you put your documents in place
The Internet is a fantastic tool for so many areas of life —there’s nothing handier than Google. That said, while it’s a great information gathering
As I sat down to write the blog this month, I reviewed my past posts for inspiration. I came up with a post giving Estate
A Health Care Surrogate is a person you authorize to make medical decisions for you when you cannot. It is important to discuss your wishes
Many people do not have an estate plan in place because their need was never adequately described or understood, and the purpose of this blog
If you have college-age children, there is an important conversation you need to have with them while they are home for winter break – getting
The quick answer is the Personal Representative is the person responsible for carrying out the directives of a Will. The Personal Representative also manages the
A Probate Attorney is a state-licensed attorney who works with the Personal Representative and the beneficiaries of an estate to settle the decedent’s affairs. Their
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