Wills, Probate

Trusts, Estate Planning

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

Personal Representative

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

Heidi was highly recommended to us as an estate lawyer, and we couldn't be happier in choosing Heidi to set up a trust plan for us. Though professional, she's warm and friendly, making the entire process stress free, explaining everything in terms that were easy for us to understand. She was very thorough and addressed and answered all our concerns.

~ Pat W

Uniform Fiduciary Income and Principal Act

What You Need to Know About Florida Estate Planning Laws in 2025

Florida residents should take note of an important legal update that could impact their financial strategies. Starting January 1, 2025, the state has officially adopted the Uniform Fiduciary Income and Principal Act (UFIPA), a comprehensive reform in estate planning regulations.

This new legislation modernizes the way trusts and estates are managed, replacing outdated statutes. Whether you’re drafting a new estate plan or revising an existing one, understanding UFIPA’s implications is key to ensuring your intentions are effectively carried out.

Understanding the Uniform Fiduciary Income and Principal Act

The UFIPA establishes standardized rules across states to guide fiduciaries—such as trustees and estate administrators—in managing income and principal allocations within trusts and estates.

How UFIPA Impacts Estate Planning in Florida

For those creating or revising estate plans, UFIPA introduces new options that can help ensure assets are managed and distributed in a way that is in line with their goals.

  • Trust creators can now design more flexible plans that cater to both traditional and modern investment strategies.
  • Fiduciaries must carefully navigate their expanded powers, ensuring that adjustments to allocations are well-documented and compliant with their legal duties.
  • Beneficiaries benefit from greater transparency and fairness, as the law enhances clarity in how trusts and estates are managed.

The adoption of UFIPA is a significant milestone in Florida’s estate planning framework.

By updating the way fiduciary income and principal allocations are handled, the law ensures estate plans remain effective, adaptable, and legally sound in today’s evolving financial environment.

Now is the time for Florida residents to review their estate plans and consult with a trusted legal team to ensure compliance with these new regulations. If you have questions about how UFIPA affects your plan and you live in the Daytona Beach, Florida area, call my office for an appointment.

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