Wills, Probate

Trusts, Estate Planning

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

Personal Representative
Heidi handled the creation of our estate plan which includes a trust. In the consultation she explained all of our options and the cost involved with them. After a couple of more meetings with her we now have a completed estate plan we are very happy and comfortable with. Heidi and her team were easy to contact with questions along the way. We would highly recommend her for any estate planning needs.

~ Lisa C

I was so lucky to have found Ms. Webb. As my parents were aging, new legal and financial questions arose with which none of us had any experience. Ms. Webb spent nearly two hours with us answering questions and sharing her professional knowledge and advice. She created an archive of our important documents and followed up via email throughout the following week until she could be sure that we felt confident and satisfied in the decisions we needed to make. She genuinely cares about her community and applies her expertise to help others before herself. Trustworthy, dependable, and efficient, Heidi Webb is a true gem!

~ Maggie C.

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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