How Moving Affects Your Estate Planning Documents

Peter Mallouk and his co-hosts, Attorneys Annie Rogers and Christina Knopke, discuss how your legal documents may need to change when you move to a new state. They reveal that while there’s no need to panic, a review from your new state’s perspective is in order. Listen in as we explore these topics in the latest podcast episode.
 

A Matter of Trust, hosted by Creative Planning President Peter Mallouk and attorneys Annie Rogers and Christina Knopke, is a thoughtful, informed discussion about ideas, trends and developments in estate planning. Our mission is to educate and inspire people to make better financial choices through knowledge, tools and strategies that ensure a more prosperous future.
 

Important Creative Planning legal disclosure: http://bit.ly/2DC250b

If you have questions or ideas for episodes, email us [email protected]

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PETER MALLOUKPRESIDENT, CREATIVE PLANNING