We are happy to announce that we're celebrating 20 years!
“Six months and a day” is a common refrain among retirees looking to benefit from residing in states with no (or relatively low) income tax, such as Florida. The adage belies the true complexity many wealthy individuals and families encounter in establishing a new domicile. The steps required to establish domicile vary from one state to the next. Regardless of your specific plan or circumstances, listed below are suggestions to help establish domicile in your new state of residence:
For more information and next steps reach out to your Financial Advisor.