The Benefits of Revocable Trusts

Advertisements, seminars and books which promote revocable living trusts foster the misconception that probate is an evil to be avoided. Living trusts are also touted as devices which avoid estate taxes and protect assets from long-term health care costs.

The reality is that probate is usually not a difficult...

Continue reading…

New York & Florida Probate: A Comparison

Clients often ask why they need to go through a probate process when someone dies leaving a last will and testament.  The simple answer is that there needs to be a legal procedure whereby the ownership of assets is transferred from the deceased to his/her beneficiaries.  Is probate something to be avoided?  The answer...

Continue reading…

Probating a New York Will in Florida

Clients who are moving or have moved from New York to Florida frequently ask if the wills prepared for them in New York are valid.  The short answer is yes, they are.  Florida attorneys may tell clients differently, but the reality is that as long as one can produce a sworn affidavit stating that...

Continue reading…

Tips for Being a Snowbird on a Budget

Are you tired of the cold but concerned about the cost? If so, you aren’t alone. Although many people aspire to live the snowbird lifestyle, expenses often get in the way of making this dream a reality. However, what most people don’t realize is that, with a little planning, the snowbird lifestyle is available...

Continue reading…

Snowbird Moving Tips

Florida is a haven for people looking to escape the cold winter months in New York and other northern states. Those who come to Florida each winter to escape the frigid northern temperatures are affectionately known as "snowbirds." If you are a northerner who is considering spending your next winter down south, there are...

Continue reading…

Snowbird Pros and Cons

People who move south each winter to avoid the cold weather are commonly referred to as "snowbirds." There are advantages and disadvantages to the snowbird lifestyle, and it's important to make sure you understand both before deciding to embark upon your new life as a snowbird. Below is an overview of the pros and...

Continue reading…