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

Last week, I began to answer a question posed by “J.D.”, who said that his young family has delayed making an estate plan because they anticipate relocating (due to work) in a few years. His brother recommended that he should not wait, an attitude with which experienced wealth managers concur. J.D. wanted to know if there is any kind of estate plan they can make now which will still be good if they must relocate. First, it is vital to recognize that Texas is a vast state, and

Dear Mr. Premack: I think that my family is fairly typical. My wife and I have lived in San Antonio with our two children for about three years. Our jobs are very likely to relocate us in the next two or three years. We make a good living. We bought a house (which we’ll sell when we move, and hopefully make a gain). Our kids are younger than 10. We just keep delaying doing our estate planning, figuring that we’ll finally settle down somewhere and make Wills then. We don’t wan