Whether to claim Florida residency and how that affects your estate plan are two significant questions on many people’s minds. This book addresses whether your will, revocable living trust, durable power of attorney, health care surrogate and living will documents from up north remain valid, the important issues you should consider when updating your documents to Florida law, and whether you can achieve tax savings by becoming a Florida resident.
Craig R. Hersch is a Florida board certified wills, trusts & estates attorney and CPA who has three decades of experience helping families achieve their estate planning goals. He has developed a Unique Process™, The Family Estate & Legacy Program™, geared to provide clients with confidence and clarity through the often confusing legal, tax and financial world. Clickbelow to listen to an audio interview about The Florida Residency & Estate Planning Guide with Craig now!