Do you or a loved one head for cooler weather during California’s hotter months? If you are one of the many seasonal residents who leave the Golden State in the summer, it is important to ensure your estate plan supports your mobile lifestyle. Whether you are heading to the Pacific Northwest, the mountains, or another state entirely, reviewing your family’s care plan before you go ensures your wishes are protected no matter where you spend your time.
Snowbirds face unique considerations when it comes to long-term care and health care planning. Traveling between homes or living in multiple states can complicate everything from advance directives to how a trust agreement is interpreted. If your documents were created in another state or have not been reviewed in years, this is a great time to revisit your planning tools with a trusted attorney.
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Estate planning is not just about your property. It is also about your health, your decision-making, and your legacy. Tools like durable powers of attorney, health care planning tools, and guardianship provisions need to be reviewed regularly, especially if your location or needs have changed. Being proactive now helps prevent confusion or legal complications later.
At Cox Law Group, we work with California families to ensure their estate plans reflect their lives as they are today, not just when the documents were first signed. Whether you are heading out of town for the summer or just returned home, we can help you review and update your planning to ensure it matches your goals.
We know this article may raise more questions than it answers. If you are a California snowbird or have family members who travel seasonally, our team can help. Please contact our office to schedule a time to meet and review your current planning tools before the next season begins.
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