Wills, Probate
Trusts, Estate Planning
210 South Beach Street, Suite 202
Daytona Beach, FL 32114
(386) 257-3332
Heidi helped me get organized with all of my beneficiary paperwork and made me aware of things that I didn't even know to ask about. She's a pro at what she does and so easy to work with!
~ Becky B
Heidi makes the process of setting up a trust very easy. She is quick to answer any questions and is very knowledgeable about the subject. In addition, the trust document binder she provides is well organized, which makes it easy to follow.
Thank you for everything.
~ Todd B
Probate and Estate planning are two distinct parts of my practice and clients often ask me what is the difference between Estate Planning and Probate.
Every client’s situation is unique, and a client’s Estate Planning may contain many documents. That being said, there are four documents I recommend my Estate
The Netflix movie, “I Care A Lot,” is meant to be an entertaining movie about a shady legal guardian who picks the wrong elderly woman
The pandemic has changed everything – including how Estate Plans are drafted. The unique aspects of the health crisis exposed some weaknesses in estate plans
Just signing a contract without reading and understanding it will surely lead you to a string of consequences. For this reason, I always recommend seeking
No, you do not want your arrangements in your estate documents. The funeral arrangements are made before the legal matters of the deceased Will. Instead
If you are preparing to plan your estate, it is also essential for you to organize your estate planning documents to be easier for your
When choosing your guardian and conservator, it may be that the roles are not suited to only one person in your “village.” That is
The initial meeting with an Estate Planning attorney will most likely be informative for YOU and a precursor to your providing information to the attorney,
Q: I have recently retired and relocated to Florida, but my Will was drafted and executed in another state. Do I need to update my
Hiring an attorney can be a stressful time no matter the issue and it is critical to communicate clearly and work with your attorney and
There are several common reasons why someone would leave unequal bequests: Strained relationship Estranged relatives An attempt to even out the amount given to loved
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