Where your clients choose to make their home is important for the years they live there. But there are some other considerations that go beyond livability and good schools.

The state a client lives in can work for, or against, heirs when it comes to inheriting an estate. Your clients’ location of residence may also have a significant impact on their final years, from their health care decisions to end-of-life planning.

Register or login for access to this item and much more

All Financial Planning content is archived after seven days.

Community members receive:
  • All recent and archived articles
  • Conference offers and updates
  • A full menu of enewsletter options
  • Web seminars, white papers, ebooks

Don't have an account? Register for Free Unlimited Access