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Updating Your Estate Plan In Tampa If You Moved From Out Of State


Estate planning in Tampa helps protect you, your loved ones, and your assets against unexpected events. It is important to periodically review and update the estate planning documents you have in place, particularly if you recently moved from another state. Our experienced Tampa estate planning attorney can help you throughout the process and explains some of the changes you may need to make.

Review Your Estate Plan After Moving To Tampa

Florida is a popular destination for people retiring or otherwise looking for a change. According to the Tampa Bay Economic Development Council, the Sunshine State ranks first in the country when it comes to net migration. Between July 2021 and July 2022 alone, close to half a million people moved here from other places, often out-of-state. Tampa is one of the most popular locations for them to settle.

Making this type of move can create major challenges and important details can get overlooked. One of the most common involves making needed changes to your estate planning documents. The following are four areas to address:

  1. Your Will

A will is one of the most basic yet important estate planning documents. If you have not yet created one, this should be at the top of your to-do list. If you created one in the state you previously resided, you want to make sure it complies with the Florida Statutes.

Your will should be updated to reflect any property recently purchased and changes in other assets. You should also consider changing your personal representative, as someone who lives out-of-state may have problems attending hearings in the Hillsborough County Probate Court.

  1. Your Trust

While a trust is generally valid regardless of the state you are in, you may still need to make changes to reflect the current assets it contains. You will also want to review beneficiaries and any guardians appointed for children or vulnerable adults. Geographical issues could prompt making major changes.

  1. Powers Of Attorney

Power of attorney documents designate someone you trust to make important financial decisions on your behalf in the event you are incapacitated and unable to attend to these matters on your own. Again, you may want to select someone who resides in Tampa. You should also review changes, such as managing out-of-state property and starting or closing a business.

  1. Advance Directives

Advance directives detail your wishes regarding medical care and life support in the event of a serious injury or illness. Review personal representatives as well as state guidelines to ensure you have the proper documents in place.

Our Tampa Estate Planning Attorney Is Here To Help

It can be difficult adjusting to a new state and making all the changes associated with a major move. At Strategic Counsel Law Group, L.C., we are here to help. Our Tampa estate planning attorney provides trusted legal guidance to ensure you have the proper documents in place. To request a consultation, call or contact our office online today.






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