Wills, Probate

Trusts, Estate Planning

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

Personal Representative

Our entire experience creating necessary estate documents through Heidi was only positive. She and Molly were extremely prompt with communication and her services were reasonably priced. She took the time to always thoroughly explain everything and answer my MANY questions always with a smile and the desire to make sure we were confident in how we worded things for our documents. She was happy to make changes to fit our needs and was even available to give advice regarding how to best handle my late father in law’s affairs. We really appreciate knowing that Heidi has our best interest in mind and that we have a relationship with an attorney whom we wholeheartedly trust. I’m not easy to win over in professional relationships, and I would fully recommend her to others.

~ Hannah C

What a wonderful, professional Attorney my family and I found in Heidi Webb! For years, we put off creating a formal will and medical directives, but COVID-19 was the wake up we needed. I knew that we could no longer procrastinate. I searched around town and made a few phone calls and decided on Heidi’s firm. Everything went smoothly. In our first phone conversation, she shared valuable information about things that I never knew or considered. I really appreciated the advice. Her assistant, Molly was also very helpful. Heidi provided all the forms we needed to protect our family and property as well as our medical wishes. The process did not take long and was done via telephone, email, mail, and video conferencing. We could have gone into her office to complete the process, but we chose to use these methods due to COVID-19 restrictions. I am so thankful to Heidi and her team for their help getting things in order for our family. I consider her to be trustworthy and highly ethical. Based on our experience with Heidi and her team, I also consider her to be warm and welcoming with all varying types of people and cultures. Thanks again Heidi and Team!

~ Cecile B

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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