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New Year is a good time to think about updated estate planning documents

2 1
08.01.2025

Make a New Year’s resolution to find an estate planning attorney to review your existing documents and advise you on the best path forward.

Q: We recently moved away from Texas. What do we need to do regarding our wills in our new state, if anything?

A: You need to hire an attorney in the state where you now live to prepare new wills, or possibly a revocable trust, as well as new powers of attorney and health care proxies. Each state has its own unique forms.

Your Texas forms are valid in every state, but just like you will need to find new doctors and get new license plates for your cars, you will also need to redo your estate planning documents.

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Q: My wife and I have substantial assets including real estate, retirement accounts, investment accounts and........

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