Snowbird Estate Planning

Snowbird Estate Planning Experts
Protect Your Legacy in Two Climates

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.

Residence Considerations:

Determining primary and secondary residences.
Addressing legal and tax implications associated with multiple residences.

Digital Assets:

Including provisions for the management and distribution of digital assets, which can be especially important in today’s digital age.

Healthcare Directives:

Establishing healthcare directives that are recognized across state or even international borders.
Designating healthcare proxies or power of attorney for medical decisions.

Family Dynamics:

Considering family dynamics and potential conflicts that may arise from property ownership or distribution.
Providing for dependents and accounting for potential changes in family structure.

Financial Management:

Coordinating financial accounts and assets across different jurisdictions.
Considering tax implications in both home and winter residence locations.

Tax Planning:

Implementing tax-efficient strategies to minimize tax liabilities in both locations.
Ensuring compliance with tax laws in different jurisdictions.

Wills and Trusts:

Drafting or updating wills that comply with the laws of both residence locations.
Setting up trusts to manage and distribute assets efficiently.

Emergency Planning:

Developing plans for emergencies, especially if there is a significant distance between the two residences.
Providing clear instructions for family or representatives in case of an emergency.

Probate and Legal Procedures:

Addressing potential probate issues in multiple jurisdictions.
Ensuring legal documents comply with the laws of both the home and winter residence.

Reviewing and Updating:

Regularly reviewing and updating the estate plan to account for changes in personal circumstances, laws, or financial situations.

Why Should I be Concerned?

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.

How Can We Help?

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.

Why Choose Us?

When you choose Kelley Kronenberg’s Estate Planning Team, you benefit from our:

Nationwide Presence

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.

Comprehensive Services

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.

Subject Matter Experts

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.

Consistency

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.

Responsive and Accessible

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.

Meet Our Attorneys

Attorney(s)

Joshua H. Rosenberg

Partner

Robert C. Segear

Partner

Daniela Pretus

Attorney

Aida M. Denis

Attorney

Michael S. Julian

Attorney

Elizabeth L. Quesada

Attorney

Our Process

Initial Consultation

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.

Comprehensive Assessment

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.

Results

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.