April 22, 2025
PODCAST

Episode 4 — The Real Snowbirds of New York State

Many New Yorkers escape to Florida during the cold winter months, but what estate planning considerations should these "snowbirds" keep in mind? With different legal requirements in each state, proper planning is essential to ensure your wishes are followed no matter where you're residing.

In this episode of Into the Woods, attorney Hannah Cannon, who is licensed in both New York and Florida, joins host Dave Shaffer to explore the estate planning needs of seasonal residents. They discuss the differences between New York and Florida legal documents, strategies to avoid ancillary probate for Florida properties, and explain how Florida's homestead exemption works. Whether you're currently a snowbird or considering becoming one in the future, this episode provides valuable insights to help you navigate the complexities of maintaining homes in two states.