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Answers to your estate planning questions so you can take care of your family and yourself. Answers to your estate planning questions so you can take care of your family and yourself. Answers to your estate planning questions so you can take care of your family and yourself.
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Tag Archives for: "California trust"
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 Should We Update our Trusts after Moving from California to Florida?
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By Harry Margolis
In Revocable Trusts
Posted March 18, 2022

Should We Update our Trusts after Moving from California to Florida?

Question: We would like to seek your opinion on our present trust situation? We are both retired and moved to Florida in 2022. We have a trust that was drafted in California in 2016. We [...]

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This comprehensive guide provides all you need to know (in plain English).

Harry Margolis book: The Baby Boomers Guide to Estate Planning

Get the Book
(An Amazon Prime Reading selection)

Read Sample Chapters

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