Wealth Management & Financial Planning

Wealth Management & Financial Planning

Understanding estate and insurance documents and what needs to happen if you live in two states.

Consider This Program with Joe Clark, CFP and Co-host Angi Kinser In this segment, we will cover: Your trust is still valid if you move to another state. The trust can travel from state to state. When you create a trust in Indiana, it is considered an Indiana trust even after moving to Arizona. If you own property in multiple states, you will go into probate in numerous states. If you own a trust, then you won’t go through probate at all provided you have funded the trust with those properties. When moving states, determine which state has the best trust code for you.

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Disclaimer: Do not construe anything written in this post or this blog in its entirety as a recommendation, research, or an offer to buy or sell any securities. Everything in this post is meant for educational and entertainment purposes only. I or my affiliates may hold positions in securities mentioned in the blog. Please see our Disclosure page for the full disclaimer.

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