Not all families stay in one place forever. Whether it’s following work opportunities, finding a better home or just making a change of scenery, around 300,000 Americans each year end up moving to a new place to live.
If you’re one of the thousands trading your old home state for a new one, remember that important laws that affect your estate plan can be different! Moving away from Massachusetts might mean you’re playing by a different set of rules in your new home, regarding anything from taxes to qualification for government benefits.
But fret not, because finding your home in a new state doesn’t mean your estate plan has been knocked back to square one.
At Family Estate Planning Law Group, we pride ourselves on offering our ongoing client care program. That means we’re there for you and your family when you need to update your estate plan or realign your assets with it, no matter where you end up.
When you know such a move is coming, our team will help arrange your estate plan for the transition. There are a lot of changes to the assets you hold that occur during the process of a major move, from certainties like removing your old Massachusetts home to potentialities like downsizing or upgrading your possessions in anticipation of your new home.
We will also work with you to prepare for the changes that come with your new home state’s laws, regulations, and norms. We have a network of trusted advisors and attorneys across the country, that enable us to work with them so our team can walk you through the biggest adjustments that need to be made and when in the process of moving you should address them, while also educating your family on what other changes may come with your new home in a different state.
Our team-based approach extends beyond our office for clients who move to a new state. Our network of trusted attorneys around the country can provide in-person support, guidance, and assistance close to your new home, while providing care that still focuses on you and your family’s needs and questions. We’ll work with both you and your local estate planning attorneys to get everyone on the same page about your goals and what the road ahead looks like with regards to your plan.
As we often say, estate planning isn’t a single event—it’s an ongoing process. That process doesn’t end just because you move states, or because you become a snowbird and divide your time between states. Our ongoing client care program extends well beyond the geographic boundaries of Massachusetts. Family Estate Planning Law Group has always prioritized relational client care with families, not services that focus on one-time transactions. When we build a relationship with your family, we’re committed to your estate planning needs for the long haul because Together, We Plan for Life®.