We have many clients who are so called “snowbirds” and often time contemplate changing their residency to Florida in order to get more favorable income and estate tax treatment. Our good friend and colleague Attorney Stuart Morris, who is an estate planning attorney in Boca Raton, Florida has posted a blog checklist about establishing residency in Florida that we thought would be helpful. Thanks Stu!!
“Over the last few years and certainly since the passage of Trump tax reform, we have been experiencing a large number of people moving to Florida. It is important that they take the steps necessary to become a Florida resident, and plan their exits from their current state of residence appropriately.” Click here to access the check list!
For more information on this and other estate planning topics, visit our website today and schedule your consultation!
Be sure to also check out Stuart Morris’ website to learn more about changing your Florida residency!