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Couple at dark wooden table signing estate document, Mount Kisco handoff already underway
Estate Planning·7 min read·

The Estate Document Handoff Mount Kisco Transplants Miss

Manhattan families who moved to Mount Kisco in the last three years almost always missed the estate document handoff. Florida-issued POAs that no longer carry weight in Westchester. Healthcare proxies naming a Manhattan resident now an hour away. The summer-window catch-up walks through three documents in about 90 minutes, and quietly turns into a saved year.

Peter Guggisberg, Hudson Valley financial advisor based in Newburgh, NY

Peter Guggisberg

Financial Advisor · Hudson Valley, NY

Written by Peter Guggisberg, Financial Services Representative with Vermont Financial Group of NY (a MassMutual general agency) and the advisor behind Noah's Ark Financial.

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Peter Guggisberg, financial advisor, Hudson Valley NY

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