Rebecca Rosenberger Smolen, left, and Amy Neifeld Shkedy, right, of Bala Law Group. Estate Planning for the Migratory Client: Some Details to Consider
It seems that there have been more relocations than ever. Accordingly, it's important to take stock of the impact a change in legal jurisdiction has on estate plans for clients.
February 27, 2023 at 12:23 PM
5 minute read
We have always had estate planning clients changing their residency to and from Pennsylvania. There are a multitude of factors that cause these shifts. The reasons range from job opportunities, retirement to warmer climates, family ties, and so on. These days, with the increasing availability of remote working opportunities thanks to modern technology, which have most certainly grown and flourished during the pandemic, it seems that there have been more relocations than ever. Accordingly, it's important to take stock of the impact a change in legal jurisdiction has on estate plans for clients.
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