
This transcription was AI generated
Transcription:
00:00:00 – 00:01:01
Probably about once a month, I will get a call from someone who’s moved here from another state. Typically, it’s California, it’s Illinois, it’s New York. I actually got several calls from Oregon this in the last few months. Typically, they say, “I have a plan. I have a will. I have trust. I have powers of attorney. What do I do?” Well, if it’s fairly recent, you’re probably fine. 99% of the time, you’re not going to make any changes. If it’s older though, you will want to have a review
00:00:30 – 00:01:17
first because the law has changed quite a bit in the last 10, 15 years on some of those items. And if it’s older than that, 20, 25 years, you’re going to see that there are new ways to handle what you want. And then the final problem is maybe you change what you wanted. So give me a call. We’ll review your documents, see if there are any changes warranted, and go from there.