Snowbirds and Sunshine: Estate Planning Essentials and Unlocking Florida Homestead Laws

As a seasonal resident or snowbird in Florida, your estate planning needs might differ from those in your home state. Join attorney Carl Zacharia for a deep dive into key considerations for managing wills, trusts, taxes, and property ownership across state lines. Learn how Florida residency affects your estate plan and how Florida’s homestead laws, including tax exemptions, creditor protections, and residency requirements, offer unique benefits and protections for homeowners. Attorney Zacharia will share how to qualify for homestead status, maximize your benefits, and avoid common pitfalls. Whether you’re a full-time resident, a snowbird, or considering a move to the Sunshine State, this session will help you make informed decisions about your property and estate planning..

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