Mobility Trust Works for Mobile Families
Two weeks ago I received a question from “J.D.”, who has a young family to protect. Still, he and his wife have delayed making any estate plan because they anticipate that their jobs will relocate them in the next few years. J.D.’s brother has encouraged them to move forward regardless of the likelihood of having to relocate. Last week’s column focused on the portability of various estate planning documents. Any relocation within the state of Texas causes no issues at all; le