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...
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...
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...
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...
A Comparison of Probate and Wills in Florida and New York
Generally speaking, if you execute a last will and testament which conforms to the requirements set by the State in which you are a resident, that will is valid in every state. In Florida, the execution requirements are a bit more stringent than they are in New York. Not only must the witnesses sign...
How Does Becoming a Florida Resident Affect My Estate Plan
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...
Snowbirds: Some Tips on Making the Move from New York to Florida
Do I Need to Update My Will When Moving From New York to Florida?
Every year, scores of New York residents move to Florida. For so-called “snowbirds,” this move is temporary, typically lasting until the weather up north warms up. For others, however, the move from New York to Florida is permanent. Whether you are moving from New York to Florida temporarily or permanently, there are several possible...