| For those of you who have left the center of the universe:
CLIENT QUESTION:
Hi,
I am currently living in South Carolina, formerly a Long Islander. Can your office assist me in matters relating to Senior Planning, though I reside in South Carolina? Thank you.
MY RESPONSE:
If you are going to be a resident of South Carolina (or any other state) with no intention of returning to New York, then you really should seek the counsel of an Elder Law attorney in your new state. If you had set up a plan with me already, I would have the new attorney review it and tweak it if necessary. Your New York plan should be mostly, if not completely, compatible with the laws of your new state, but there are some differences that you may need to learn about. However, be aware of a few bad apples out there who will want to charge you for a whole new plan when it is really not necessary.
On the other hand, my experience tells me that while many of my clients relocate to new states, many return to New York to be near their children when they get old and frail. In such cases, it may be better to keep all of your planning and connection with me and New York intact.
I hope this helps. |
