Nov 15

Are your planning documents invalid when you move to another state?

Jeffrey S. Goethe

This a topic that comes up a lot in Florida. Many clients come to me because someone told them that their will, trust, power of attorney and health care directives are no longer valid after changing their state of residence. In my opinion, that’s not necessarily true, but it is always worth seeing an attorney licensed in the state where you have moved to review and discuss the differences in state laws that could impact your plan. It is always good to review your planning documents, so why not use a change of residence as a good excuse to do so? Here’s a link to a short video from The American College of Trust and Estate Council. #planning #newfloridaresident

Watch Video - Should I Sign New Estate Planning Documents When I Move to a New State | ACTEC