How Does Moving To A New State Affect Your Estate Plan?

Moving to s new state can affect how your Estate Plan will work. Just like with having children and changes to your finances...when moving to a new state you need to review your Estate Plan.


If one thing is certain, things change. The way your family looks, the value of your assets, tax law, inheritance laws, etc.

Generally when any of these things happen an estate plan update may be necessary.

Moving from one state to another generally means that the tax laws and inheritance laws are different. Therefore, if you move to a new state you should at the very least review your estate plan to see if an update is necessary...really you should have an experienced estate planning attorney do that review for you.

I am happy to answer your questions regarding updating your estate plan during a complimentary Estate Planning Strategy Session.

About the Author Donald Rolfe

Father, husband, entrepreneur, and owner of a trivia filled brain. I help families and individuals plan for the unexpected and end of life. Schedule a Complimentary Strategy Session to chat with me, get answers to your questions, and find out about your Estate Plan options.

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