Ask Heidi: “I am not rich..Do I need a Last Will and Testament?”
This question gets a resounding YES. No matter what your financial status is, having a Will is necessary to give YOU the control of
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
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
This question gets a resounding YES. No matter what your financial status is, having a Will is necessary to give YOU the control of
As we stress pretty often, Estate Planning is a part of adulting that everyone should take some time to address. While we are most familiar with
It shouldn’t come as a surprise that estate planning isn’t a high priority for the typical adult in their 20’s or 30’s. One reason is
We love our four-legged members of our family, but few of us consider who will take care of them and how they will be provided
I get asked this a lot in my practice and the answer is always the same, “It’s Now.” Thinking about the end of your life
Estate planning is not something that many people look forward because it’s associated with mortality, but it’s important to think of the next generation. If
Short Answer: While it’s two different documents/roles it can be the same person wearing both hats. The document for handling financial matters is called a
As an Estate Planning in the Daytona Beach area, I have the privilege to help my clients in all aspects of setting up wills, trusts,
“Death brings out the best and the worst in families.” If you have been through a personal loss, you may have experienced it first-hand. Grief
An Estate Plan contains many documents, some that people are unaware of and need. Here is an overview of eight documents you may need to
Conversations about planning for a senior’s later years seem difficult because often they are delayed until a medical crisis forces the family’s hand. Here are
Once you’ve located a prospective estate planning attorney, you’ll need to ask the attorney the following list of questions to determine if they’re truly
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