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Multi-State Implications in Estate Planning with Tim Duckworth Jr. | Your Financial Choices

Tim Duckworth, Jr. (left) and Laurie Siebert (right).

Laurie Siebert and her guest, attorney Tim Duckworth, Jr. from Mosebach, Funt, Dayton & Duckworth, P.C., take audience questions and discuss multi-state implications in estate planning. 

Topics covered include:

  • Receiving an inheritance from out of state.
  • Using trusts for real estate in another state.
  • Choosing representatives near or far.
  • What if you move? Do you have to redo your will?
  • Why is it important to do estate planning for the younger generation?

Tune in to Your Financial Choices every Wednesday from 6:00 to 7:00 PM following All Things Considered.

(Original air-date: 7/14/21)

Laurie hosts WDIY's weekly financial call-in show, Your Financial Choices, every Wednesday at 6 PM. She is a Certified Public Accountant, Certified Financial Planner™ professional, Accredited Estate Planner, Registered Representative, Independent Adviser Representative, and Senior Vice President of Valley National Financial Advisors.
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