Florida is a great place to retire. Our community enjoys year-round sun, warm weather, beautiful waterfronts, and a welcoming atmosphere. But there are other reasons to retire in the Palm Beach area, and Florida at-large. Florida residents enjoy significant tax benefits, both during their life and after death. However, this can create complex situations where so-called “snowbirds” live both in a northern state and Florida. The legal complexity here is that a person can technically be a part-time resident of multiple states, but that same person can generally only be “domiciled” in one state. If you cannot prove that you are domiciled in the Florida, then another state can theoretically tax you during life, and upon your death. The Florida domicile planning attorneys at Kitroser & Associates help you understand the law and what steps you must take to establish domicile in Florida.
Given the number of retirees in Florida, many other states have lost significant tax revenue due to retirees claiming domicile in Florida. Other states have challenged this distinction, claiming that individuals only move to Florida as temporary residents in order to avoid taxes. This means that individuals interested in establishing domicile in Florida should consider taking a number of affirmative steps, including:
There are other steps you can take as well. Since everyone’s financial and living situation is unique, it is best to contact our innovative South Florida domicile attorneys to craft legal domicile solutions and strategies which work for you and your family
Proving where you live often requires professional legal counsel and careful planning. If you need help establishing domicile in Florida, contact Kitroser & Associates today for a free consultation at 561-721-0600 or contact us online. We serve Palm Beach, North Palm Beach, Palm Beach Gardens, West Palm Beach, Jupiter, Juno Beach, Singer Island, Tequesta, Hobe Sound, Lake Park, and other areas of South Florida.
The North Palm Beach Estate Planning Lawyers of Kitroser & Associates, welcome clients from the cities of West Palm Beach, Palm Beach Gardens, Palm Beach, Jupiter, Tequesta, Juno Beach, Singer Island, Lake Park, Hobe Sound, Royal Palm Beach, Wellington, Lake Worth, as well as all of Palm Beach County, Martin County and South Florida.
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