10/23/2026
Did you know that when you move from one state to another, it's advised to revisit your estate plans?
State laws differ on inheritance, estate taxes, and asset protection. If you've moved recently and haven't taken stock of your estate planning documents in a while, be sure to contact a professional advisor licensed in your state to navigate any significant differences in laws between your previous state of residence and your current one.
Your planned giving doesn’t have to be complicated. If you establish a Legacy Fund with the Sacramento Region Community Foundation, you will be able to name and change your charitable beneficiaries at no cost throughout your lifetime, no matter where you reside.