Are you one of the individuals currently reveling in the Snowbird lifestyle, enjoying the escape from the icy chills of New York and New Jersey winters and the sweltering Florida summers? If so, you are part of a growing community who have chosen to split their time between two or more climates, embracing the best of both worlds. As a Snowbird, it’s essential to be mindful of some important legal considerations that come with this lifestyle choice.
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When you become a Snowbird, you expose yourself to the legal complexities of multiple states. Laws, taxes, and probate courts can differ significantly between your original residence and your new destination. Failing to navigate these legal requirements correctly can lead to serious consequences, potentially burdening your loved ones with unnecessary grief, time, and expenses in the future.
At Kelley Kronenberg, we are trusted experts in Snowbird estate planning. Our team specializes in planning for both states in which you live, preparing wills, trusts, healthcare directives, and guardianship documents, powers of attorney, and advising as to any related real estate or tax implications. We are poised to address the residency and relocation issues faced by Snowbirds and those looking to become full-time residents of the Sunshine State. Finally, when the time arrives, we will be your partners as you face the complexities of a dual-state probate.
When you choose Kelley Kronenberg’s Estate Planning Team, you benefit from our:
With attorneys in New York, New Jersey, and throughout Florida, Kelley Kronenberg has a broad geographic reach. No matter where you're moving from or to, we've got you covered. Our attorneys are well-versed in the laws and regulations of these jurisdictions without the need for multiple attorneys in different firms.
Unlike many firms that specialize in either preparation of documents or litigation, our team excels in both areas. This holistic approach to analyzing client matters is particularly beneficial for complex family dynamics, disputes, and situations where the potential for future litigation is heightened.
Several attorneys on our team have legal master's degrees in estate planning and/or taxation. This demonstrates their exceptional expertise and knowledge in their respective fields, allowing for the most specialized advice and representation possible.
Our team has worked together for over 10 years, fostering a sense of synergy, loyalty, and partnership that permeates into every task they undertake. We employ consistent methods, concepts, and principles across all our locations, ensuring that you receive the same high-quality service.
Our Team prides itself on being responsive and accessible to clients. Attorneys can be reached directly via their cell phones, ensuring clients are never left in the dark and have prompt access to the legal support they need.
We provide you with a confidential appointment to discuss your wishes and objectives. We have 15 offices throughout the United States, with locations in Florida, New York, and New Jersey. Our attorneys are also happy to meet with you via video conference.
Our attorneys utilize a personal and individualized approach to thoroughly understand your needs and ensure your goals are met. We will answer all your questions and help you determine the best options. We then develop an agreed-upon plan of action to carry out your objectives.
You can rest easy knowing your planning needs have been achieved--that the associated documents have been properly executed in compliance with state and federal laws, that you will be appropriately cared for should you become incapacitated, and that your testamentary wishes will be properly carried out when the time comes.
Call us today for your confidential consultation at 800-484-4381.