Most people looking ahead to retirement are at least considering moving to another state, if only to be closer to family, maximize their retirement dollars or enjoy better weather. But you need to remember that when you establish estate planning documents in one state, the rules of another state could influence how they are managed. 
Contracts are usually managed the same way and are usually consider effective in any state. One type of contract that this applies to is a living trust. A living trust is one in which you generate, create and control the trust and enter into an agreement with a trustee, who manages those assets for you on behalf of the beneficiary.
December 12, 2017 |
Most people looking ahead to retirement are at least considering moving to another state, if only to be closer to family, maximize their retirement dollars ...
Learn MoreDecember 11, 2017 |
The composition of your retirement portfolio affects your ability to support your lifestyle after you retire as well as what you can give away to ...
Learn MoreDecember 7, 2017 |
Trust arrangements established by the Playboy founder, Hugh Hefner, may enable his third wife to receive income without technically inheriting anything from the estate. He ...
Learn MoreDecember 6, 2017 |
Establishing a trust in conjunction with the development of your will is frequently the cornerstone of a person’s estate plan. However, you shouldn’t think ...
Learn MoreDecember 5, 2017 |
You might be relatively healthy now and assume that this will continue for many years. But considering that plenty of research shows that most people ...
Learn MoreDecember 4, 2017 |
A recent study completed by the National Bureau of Economic Research finds that older individuals today are more likely to enter retirement with debt than ...
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