Snowbird & Dual-Resident Estate Planning

If you split your time between Western New York and Florida’s Gulf Coast, owning property in both states without a coordinated plan can leave your family dealing with two separate probate cases. As a dually licensed attorney, Anthony assists families under both New York and Florida law to ensure a seamless transition..

What Your Plan Covers

• Revocable Living Trust designed to hold property in both states
• Proper trust funding across NY and FL assets
• Durable powers of attorney valid in both states
• Healthcare directives compliant with both NY and FL law
• Residency analysis to avoid unintended tax or estate complications

Who This Is For

• Snowbirds with homes in Buffalo who utilize virtual consultations for their assets along the Florida Gulf Coast corridor
• Retirees who split time between New York and Florida
• Anyone considering a move from New York to Florida

Learn More

• The Snowbird’s Guide to Avoiding Double Probate
• NY-FL Residency Mistakes That Could Cost You Thousands
• The Ultimate Guide to Avoiding Probate in NY
• The Ultimate Guide to Avoiding Probate in Florida
• Why Most Revocable Living Trusts Fail