308: The Money Pros on retirement relocation

Southern New England can be a wonderful place to live and raise a family, but – with high tax rates and cold winters – many folks have relocation in their retirement plans.

On this episode of The Money Pros, we speak with Karen Delponte – an attorney and partner with Cameron and Mittleman and our resident Estate Planning Pro – and our Mortgage Pro, Steve Tetzner of Homestar Mortgage.

You can’t move to another state unless you have someplace to live. Scott Tetzner joined the show the discuss some of the issues surrounding the purchase of an out-of-state home.

Plus, how will moving to another state impact a buyer’s estate planning strategy? That’s when Karen Delponte comes in.

Check out the whole video for the entire episode. 

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