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Winter snowbirds have unique estate planning considerations

Many of our clients in North Idaho are “snowbirds” who spend winters somewhere warm. Often this means a person owns assets in more than one state. If this is true for you, then you need to pay special attention to certain decisions in your estate planning documents such as Wills, Trusts, Powers of Attorney, and Advanced Medical Directives. If you are headed somewhere warm to spend the winter months, you will want to be sure you have everything in order before you go. So, now is the opportune moment to tidy things up, not the week before you leave town.

Headed South for the winter? Your estate plan may need some attention

Many of our clients in North Idaho and Eastern Washington are “snowbirds” who spend winters somewhere warm.

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