Estates & Trusts
We offer more than 120 years combined experience in Estate Planning, which is why other financial planners turn to us so often for estate planning advice. Our proven expertise gives our clients peace of mind with respect to critical matters that impact their loved ones.
Estate & Trust Services
Frequently Asked Questions
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If I change my state of residence, do I need new estate planning documents?
Estate planning documents, such as a will and trust, that are valid in the state where they were made are usually valid anywhere in the United States. However, it is always wise to check with an attorney in the new state. Death taxes, public policy, and laws interpreting documents vary from state to state. Also, some documents, such as living wills, have language specific to a particular state. A lawyer can help decide if your plan works in the same way in your new state as it did in the old.
