Wills, Probate

Trusts, Estate Planning

210 South Beach Street, Suite 202
Daytona Beach, FL 32114
(386) 257-3332

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Met with Heidi for some consultation. She was wonderful and very knowledgeable.

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Recent Posts

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 even property. Thus, it’s crucial to take stock of your assets and devise a plan accordingly. Key Planning Steps for Singles For singles embarking on estate planning, several crucial steps. . .
Streamlining Asset Transfer with Trusts: A Guide to Understanding Their Benefits

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 but also offer privacy, specific control over asset distribution, and flexibility during life changes or unforeseen circumstances. Here’s a breakdown of the key benefits of incorporating trusts into your estate. . .
Tips on How to Prepare for Hurricane Season

As hurricane season approaches in Florida, residents face the annual reality of preparing for potential natural disasters. Beyond the necessary steps of securing physical safety and property, it’s also crucial to consider strategies for protecting financial assets and legal documents. Insurance: Your First Line of Defense Review Your Insurance Policies: Regularly review your insurance policies. . .

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