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Estate Planning Snowbirds

We have seen many clients considered, “snowbirds,” those who maintain a residence in New York but travel down south during our harsh winters. For our snowbird clients who want to create estate planning documents and plan for possible care needed in the future, it is important to determine if you should see an attorney in New York or elsewhere. The first question that must be answered is whether you are determined a resident of New York or of the other state you are visiting. Some factors to determine residency include the amount of time spent in each state, your mailing address, what state your driver’s license is held, where your car is registered, where you are registered to vote, and where you file your income taxes.

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