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In the Media
Why Americans on the move need to stop and review their estate planning documents
Day Pitney Trusts and Estates Partner Tasha Dickinson was recently featured in USA Today, where she explained how relocating between states can impact estate planning and shared practical recommendations to help individuals maintain compliant and effective documents.
She explained that while wills often remain valid, differences in state laws governing inheritance, taxes, and powers of attorney can render existing documents less effective or even unenforceable. Dickinson emphasized the importance of working with a local attorney when relocating to review estate plans, update key documents such as powers of attorney and healthcare directives, and ensure executors meet state-specific requirements.
As she noted, “Documents that might be relied on in time of need -- a healthcare surrogate, living will and POA -- are creatures of state statute.”
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