134: Relocating For Retirement? Here's How You Need To Change Your Estate Plan (w/ Ryan Smith)

Thousands of retirees relocate every year looking for lower taxes, a lower cost of living, better weather, or to be closer to family.

In this episode, Kevin sits down with estate planning attorney and financial advisor Ryan Smith to discuss the estate planning issues that many retirees overlook after relocating. From wills and trusts to powers of attorney, healthcare directives, probate laws, and beneficiary designations, they explain what should be reviewed when you establish residency in a new state.

While this conversation focuses on retirees relocating during retirement, the same planning considerations will apply to just about any retiree.

In this episode, you'll learn:

Why moving to another state can impact your estate plan

Which legal documents should be reviewed after relocating

Tennessee-specific estate planning considerations

Common mistakes retirees make when changing residency

Practical steps to protect your family and your legacy

Making life easier for your fiduciary relationships and beneficiaries

Whether you're moving for family, lower taxes, or a better retirement lifestyle, this episode will help you avoid costly planning mistakes before they're discovered when it's too late.

Connect with Ryan Smith here:

Next Frontier Estate Planning

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Are you interested in learning more about working with me on your retirement plan? You can start with visiting my firm's website at https://imaginefinancialsecurity.com/

Or, you can fill out our Retirement Readiness Questionnaire:https://imaginefinancialsecurity.com/retirement-readiness-questionnaire/

-Kevin

This is for general education purposes only and should not be considered as tax, legal or investment advice.

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