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Update trust

By Terry Savage on February 27, 2023 | Financial Planning / Retirement

Hi- we have a trust made in Illinois. We want to update it. We live in Wisconsin now. Do we need to update the trust in the state we live? Thank you

Terry Says

Yes, you should have your estate plan made in your state of residence. If you don’t have an estate planning attorney there, ask at your bank. Or use www.Search-Attorneys.com — the website of the American Society of Estate Planning Attorneys.

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