moving to a new state Tag Archives

should you move your trust to another state, do i need to change my trust when i move to another state, can a trustee live in a different state

21 Apr Should You Move Your Trust to Another State?

Posted at 10:39h in Living Trusts by Phelps LaClair Law

If you’ve recently moved or you’re planning a move, reviewing your estate plan is a wise idea. Whether you’re moving for retirement, a job change, or just a fresh start, relocating to another state raises an important question: Should you move your trust to your...

Moving to another state or buying a new home? These are both times when you need to update your estate plan.

26 Apr Updating Your Estate Plan After You Move

Posted at 08:46h in Asset Protection, Estate Planning by Phelps LaClair Law

There's always a lot of paperwork involved in changing your primary residence. You have to notify the Post Office to forward your mail and change the billing address on all your accounts. It gets even more complicated if you're moving out of state, because you'll...

30 Mar How Often Should You Update Your Estate Plan?

Posted at 20:25h in Asset Protection, Estate Planning by Phelps LaClair Law

Many people assume that once they set their affairs in order, the matter is closed. They don’t realize why it’s important to update your estate plan and review it on regular basis. Throughout our lives we move homes, make new investments, add new family members, and...

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