The general recommendation is to have documents from wherever you’re domiciled – meaning wherever you have registered to vote, where you purchased a home and have that state’s driver’s license.
In Florida, my practice is to recommend to snow birds – here for several months, that they have a Florida Power of Attorney and Health Care Surrogate.
We have a unique perspective on estate planning that serves our clients well. We thoroughly review not just your assets and your wishes but your legacy. We ask the questions “What’s in the best interest of this family, how do we achieve those goals and what kind of legacy do you want to leave behind?” After answering these key questions, we help you determine the best course of action for your family going forward.
