140 South Beach Street, Suite 310
Daytona Beach, FL 32114
(386) 257-3332

1002 East New Haven Avenue
Melbourne, FL 32901
(321) 821-2321

Personal Representative

Ms. Webb was an amazing guardian ad litem for my son. She tirelessly worked to overcome a difficult situation and worked hard to ensure what was best for him. She had no problem filing restraining orders, meeting with school officials or anything else that was necessary to ensure he go the best education. She also was a relentless moderator and setup a series of processes that have served him well. Thank you!

~ Todd C

Heidi is a very client-focused attorney with proven results. Working for Heidi I witnessed first-hand the great rapport she maintained with both other attorneys and the courts, leading to quick and efficient legal satisfaction for her clients. In fact, almost all of our new clients were acquired due to recommendations from other clients or attorneys.

~ Erik M

beneficiary on your retirement account

Why You Should Change the Beneficiary on your Retirement Account

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 my retirement account? Can’t I just name a beneficiary in my Will for this money?

Answer: Beneficiaries listed on retirement accounts override any direction in an Estate Plan. For example, if you get divorced and remarry but fail to put spouse number two as the beneficiary on your retirement account and you list them in the Will to receive this money.  Depending on the type of plan there is a VERY strong possibility that the retirement money goes to the individual listed as the beneficiary —eek! Your EX-wife.  Imagine the mess that would leave after you pass.

This scenario is one example of why it is critical to work with an Estate Planning Attorney to put your plan in place. Using a professional pays off in so many ways and will provide peace of mind that your wishes are correctly drafted so your wishes can be followed after you pass.

 

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