Before moving to another state, taking the following steps may be helpful:
Before moving, consider the following steps:
Though you may be leaving friends and relatives behind when you move, there are steps you can take to maintain these ties:
Check with your health insurer to make sure you can retain the benefits you now have in the states you are considering. Once you have decided where to go and are preparing to move, remember to take these steps:
Here are some things to do before you move:
Legal documents and arrangements can vary from state to state. If you have made any of the following legal arrangements, be sure to check with your attorney on whether they will need to be modified in a different state:
You may also want to start working with an attorney in your new state before you actually move there.
It is important that somebody knows where to find your important financial and legal documents in case of emergency. Before you move, ask your financial advisor or investment professional for a ready-made MFS Heritage Planning® contact and financial information worksheet. Use it to consolidate and record your most vital information, including
Once you complete the worksheet, put the original in a safe spot, give a copy to a trusted relative, friend or caregiver and let a family member and/or your emergency contact know where to find this document if needed.
Moving out of state when you retire? Starting out new can be great, especially when you plan in advance.
MFS Fund Distributors, Inc. is not affiliated with LPL Financial or StrateFi Wealth Management.
This material is provided for general and educational purposes only and is not investment advice. The investments you choose should correspond to your financial needs, goals, and risk tolerance. Please consult a financial advisor or investment professional before making any investment or financial decisions or purchasing any financial, securities or investment related service or product, including any investment product or service described in these materials.
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