It's Snowbird Season...Don't Let Your Estate Plan Leave You Out in the Cold!


If you reside in more than one state during the year, it is important that you speak to an experienced Estate Planning attorney in both states to determine if your Estate Plan will adequately protect you in both states. This review has to include all your Estate Planning documents: healthcare powers of attorney (a/k/a HCPOA), financial powers of attorney, living wills, Wills and Trusts.

Each state has specific requirements on what can and cannot be included in each document as well as execution requirements (ex.: how many witnesses are required on a Last Will and Testament).

It may mean that you have to get the two attorney together to chat so that the effort you are putting in to plan does not backfire when you need it to work for you. Having the battery in the car doesn't matter if it doesn't work!!

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DISCLAIMER: Because of the generality of this update, the information provided herein may not be applicable in all situations and should not be acted upon without specific legal advice based on particular situations.

© Sabrina Winters, Attorney at Law, PLLC | Attorney Advertising

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