Whether to claim Florida residency and how that affects your estate plan are two significant questions on many people’s minds. This book addresses whether your will, revocable living trust, durable power of attorney, health care surrogate and living will documents from up north remain valid, the important issues you should consider when updating your documents to Florida law, and whether you can achieve tax savings by becoming a Florida resident.
Craig R. Hersch is a Florida board certified wills, trusts & estates attorney and CPA who has three decades of experience helping families achieve their estate planning goals. He has developed a Unique Process™, The Family Estate & Legacy Program™, geared to provide clients with confidence and clarity through the often confusing legal, tax and financial world.
Listen to an Interview with the Author:
by Craig R. Hersch
Common Cents Estate Planning
Practical Advice You Should Consider With Your Attorney, CPA and Financial Advisor
Ever wonder what questions you should ask when you visit with your estate planning attorney, CPA and financial advisor? This book provides you the clarity and confidence to ask all of the right questions that pertain to your situation.
Craig R. Hersch, a Florida Bar Board Certified Wills, Trusts & Estates Attorney/CPA gives you practical advice by relaying his behind-the-desk view to real life situations. He has authored an estate planning column in a Sanibel Island, Florida newspaper since 2004 – and has now compiled several of his best columns into easy to understand chapters. Don’t go into your next meeting unprepared! Let Craig’s wisdom help guide you.