Durable Power Of Attorney
Being a Snowbird could be a great lifestyle in retirement but one place will need to be your legal residence and it’s the laws of that state which will dictate your estate planning.
You’ve worked very hard to achieve your goals and accumulate assets. Now you need to protect them!
We all do some really dumb things when it comes to our money, but sometimes it’s not what we do…it’s what we don’t do.
If you are married, one of you will become widowed and usually it is the woman who is the surviving spouse.
Estate planning is a key element in any financial plan, no matter what your age.
During Thanksgiving, most families would much rather talk about the Patriots than their finances.
While living in two states you must choose one as your legal residence, and it’s the laws of that state which will dictate your estate planning.
Estate Planning does not have to be fancy, expensive or complicated.
Six months south and six months north could be a great lifestyle in retirement but one place will need to be your legal domicile, your legal residence.
As part of your financial plan you will need to be sure you are adequately insured and have an estate plan as well so you can protect those you love as well as your assets.