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Estate Planning for Snowbirds: How to Handle Florida and New York Residency
Episode Summary:
In this episode of Estate Planning with Bernard Law, estate planning attorney Daniel Bernard, who helps families in New York and Florida protect their assets and secure their future. Daniel dives into the unique estate planning challenges faced by “snowbirds”—individuals who split their time between two states, often New York and Florida.
From understanding domicile rules and residency audits to avoiding probate in multiple states, Daniel explains why snowbirds need a carefully tailored estate plan. He also discusses how trusts, health care directives, and powers of attorney…
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