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AA Pod, Podcast

Trust Asset Alignment

Posted on April 27, 2020 by The Sheppard Law Firm

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Becoming a Florida resident is easy, the hard part is escaping your former state’s taxing authorities. Discover the advantages to Florida residency and strategies to create your best estate plan. 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.

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Craig R. Hersch

Senior Partner,
- Sheppard Law Firm
Florida Bar Board Certified Estate Planning Attorney / CPA
Editorial Advisory Board Member,
- Trusts & Estates Magazine
Founder & Board Member,
- State Chartered Trust Company