Second Half of Life Podcast

Estate Planning Across State Lines (via the Federal Employee Financial Planning Podcast)

February 20, 2025·1h 20m
Episode Description from the Publisher

What happens to your estate planning documents when you move between states? In this episode, originally produced by Mason & Associates, LLC, for their Federal Employee Financial Planning Podcast, Attorney Megan Ingram and Julie Steinbacher share advice on the legal implications of relocating and how it affects your estate plan. You'll learn about the importance of keeping your documents updated, especially after major life changes or moves, and how laws like the Uniform Trust Act help es...

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