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Florida Domicile Checklist
Domicile Checklist

Understanding Estate Planning for Snowbirds

Snowbirds are typically retirees who split their living arrangements into two states to avoid the cold weather during the winter months. For example, many New York residents move south to the Carolinas, Georgia, or Florida or west to Arizona during the winter.

Do Snowbirds Need Estate Planning Documents?

It’s good practice to consult with an estate planning attorney who is familiar with the laws of both states where you own property or has contacts with an experienced estate planning attorney in each state. If you are a dual resident, the attorney will be able to evaluate your situation and determine whether you need separate documents that are state specific or whether a single document conforms to the laws of each state.

Where Should I Establish Residence?

Many snowbirds designate which state is their legal residence based on what yields the most favorable tax outcome. In addition to tax considerations in New York and the Sunshine States, you should consider where you ultimately plan to obtain long-term care. Each state varies when it comes to government programs that provide coverage for long-term care (Medicaid).

Be Informed as a Snowbird in New York

At Russo Law Group, P.C., we have experienced and knowledgeable attorneys licensed in multiple states, including Florida, for snowbird estate planning. In addition, we have the resources and information you need to determine what is right for you. We are licensed to practice law in both New York and Florida. We also work closely with other out-of-state attorneys to ensure you have an estate plan that meets your objectives.

Russo Law Group, P.C. helps you and your loved ones handle Estate Planning, Elder Law, Special Needs Planning, New York Medicaid Planning, Trust & Estate, Guardianship, Small Business Planning, and Real Estate law. We welcome you to contact our Garden City, Lido Beach, or Islandia, New York, law offices to learn more about how we can help address your legal matters.

If you have questions or concerns about snowbird estate planning issues in New York or other states such as Florida, please don’t hesitate to contact the estate planning attorneys with Russo Law Group, P.C. While we have several office locations, we can also visit your home and offer virtual meetings for convenience.

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