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Home >> Basic Questions About Estate Planning – Do I Need to Make a New Estate Plan if I Have Moved?

Basic Questions About Estate Planning – Do I Need to Make a New Estate Plan if I Have Moved?

December 18, 2014 by Robert Kulas. Leave a Comment

Basic Questions About Estate Planning – Do I Need to Make a New Estate Plan if I Have Moved?A lot of people who live in Florida have either moved here from somewhere else, or don’t live here for the entire year. For these people, determining what you need to do with regards to your estate plan can be problematic. If, for example, you made your estate plan while living in New York, but have since relocated to Florida, will it be in your best interest to update your plan now that you have moved?

Today, we are going to answer some the basic questions to get you a better idea about what the state planning steps you might need to take if you have recently moved.

Do I need to change my estate plan if I have moved?

In general, it is probably in your best interest to, at the very least, have your estate plan reviewed by Florida estate planning attorney if you have moved to the state of Florida from somewhere else. As with all other states, Florida has some specific laws when it comes to estate planning. If you talk to a lawyer about creating a plan in the state of Florida, that lawyer will help you draft a plan that complies with all the relevant state laws.

If you crafted a plan in a different state, however, the laws that applied in that state could be different. In general, courts will typically accept the estate planning devices you created in another state as long as those devices comply with the laws of the state in which you made them.

However, there are some potential issues that can arise when people make plans in different states. It’s generally best to review and update your plan as necessary after you move. This way you can be absolutely certain that your plan will be effective when the time comes for it to be used. Also, if you only live in Florida part of the year, you’ll want to talk to your lawyer about domicile issues and how those might affect your plan.

Are there practical issues to consider after I move?

Yes. Some parts of your estate plan might rely on others to carry out your wishes or protect your interests if you are no longer able to do so yourself. For those parts of your plan that name representatives, it’s important to consider the practical limitations imposed by your move.

In other words, if your chosen representatives are no longer physically nearby, it might be in your best interest to choose someone who is located closer to you. Should you keep your original representatives, it might be hard for them to protect your interests if they are located far away.

Filed Under: Estate Planning

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Robert Kulas and staff made making a will an easy to understand process. They were very knowledgeable and attentive to my wishes. All my documents were provided in an organized binder which will be a great asset to my family. I would definitely recommend them.

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Everyone treated us extremely well.  Robert explained how a trust works and the benefits of having one.  We decided to move forward and complete the process.  He was very kind and knowledgeable.  Julie was also very helpful and very patient with our questions.  We felt very comfortable with this firm handling our affairs.  We would highly recommend this firm to our friends and family.

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Janice M
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"Everyone treated us extremely well.  Robert explained how a trust works and the benefits of having one.  We decided to move forward and complete the process.  He was very kind and knowledgeable.  Julie was also very helpful and very patient with our questions.  We felt very comfortable with this firm handling our affairs.  We would highly recommend this firm to our friends and family."

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Janice M
Krissy L.
Client Review
August 25, 2020
    

Robert Kulas and staff made making a will an easy to understand process. They were very knowledgeable and attentive to my wishes. All my documents were provided in an organized binder which will be a great asset to my family. I would definitely recommend them.

default image
Krissy L.
Leo C.
Client Review
August 25, 2020
    

I have worked with Mr. Kulas & staff before. And they are very professional. I am very satisfied with Mr. Kulas and his staff and give them the highest satisfaction and 5 star rating.

default image
Leo C.
Mildred W.
Client Review
August 25, 2020
    

Mr. Kulas and his staff have been extremely helpful & knowledgeable for the over 3 years we have been associated. They are easy to talk to and explain everything without feeling rushed. Very competent and professional.

default image
Mildred W.
Joan C.
Client Review
August 25, 2020
    

I have known Robert Kulas for 20 years since I was co-executor for friends who had Mr. Kulas prepare a Trust for them. When I felt I needed a trust also, I came to him. I have always been completed satisfied with his work and that of his charming, competent staff.

default image
Joan C.
L.G.K.
Client Review
August 25, 2020
    

We began our estate plan process in 2004 (12 years ago) and have been pleased with the periodic reviews we have gone through and when changes have been needed the firm has been thorough and professional in making those changes.

default image
L.G.K.
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