[WSBAPT] Client moving to CA

[Dominique Zervas]

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Greetings, List Mates:

 

Client's estate-planning documents are in quite basic and in order (basic
Will, DPOA, HCD); he's happy with them; cash assets approx. $500K;
investment/retirement accounts have beneficiaries assigned; retired; no real
estate and doesn't intend to purchase any; and he's moving to California. 

 

Is he going to need a new Will, etc., once he gets to California? Any
recommendations, considerations, other? 

 

I'd greatly appreciate any assistance.

 

Sincerely,

 

Dominique Zervas

 

ZERVAS LAW, PS

1909 Broadway

Bellingham, WA 98225

360.733.2010

 <http://zervaslaw.com/> http://zervaslaw.com  

 

Exceptional Service - Meaningful Solutions 

Real Estate . Land Use . Business Formation . Estate Planning & Probate

 

 

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