How Moving Affects Your Estate Planning Documents
Episode description
Peter Mallouk and his co-hosts, Attorneys Annie Rogers and Christina Knopke, discuss how your legal documents may need to change when you move to a new state. They reveal that while there’s no need to panic, a review from your new state’s perspective is in order. Listen in as we explore these topics in the latest podcast episode.
A Matter of Trust, hosted by Creative Planning President Peter Mallouk and attorneys Annie Rogers and Christina Knopke, is a thoughtful, informed discussion about ideas, trends and developments in estate planning. Our mission is to educate and inspire people to make better financial choices through knowledge, tools and strategies that ensure a more prosperous future.
Important Creative Planning legal disclosure: http://bit.ly/2DC250b
If you have questions or ideas for episodes, email us podcasts@creativeplanning.com