New book offers estate planning for snowbirds in Florida

A Florida attorney recently wrote a book that suggests seasonal residents in the Sunshine State should consider claiming Florida residency, the Greater Fort Meyers Chamber of Commerce said.


A Florida attorney recently wrote a book that suggests seasonal residents in the Sunshine State should consider claiming Florida residency, the Greater Fort Meyers Chamber of Commerce said.  

Craig R. Hersch's book, "The Florida Residency & Estate Planning Guide," addresses wills, revocable living trusts, durable power of attorney, health care surrogates, living wills and other issues that can affect northern holdings, the Fort Meyers Chamber said. 

Herschis on the Florida Bar Board and specializes in certified wills, trusts and estates. He is also a contributor to Trusts & Estates Magazine, according to the Fort Myers Chamber. 

“In recent years, laws surrounding estate, trust, durable power of attorney, health care surrogate and living will documents have all undergone significant changes, especially when considering the effect those laws have on your former state’s taxing authorities," Hersch said. "For those with an out-of-state will or trust and those contemplating Florida residency, there are considerations for legal and tax purposes that need to be addressed." 

Hersch said his new book has advice on the subject.

"I help readers explore the advantages to Florida residency and strategies designed to help provide confidence and peace of mind for those trying to navigate the often confusing legal, tax and financial world,” he said.

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