If you’ve read our article discussing the tax consequences of a Florida residence change and have determined that it is in your best interest to officially change your legal residence from Michigan to Florida, there are several steps you must take to do so: Read More
Documents and Forms
If you have determined that you should claim a Florida homestead exemption, make sure you have also read our article discussing how to change your residence to Florida, and have followed the steps to become a Florida resident.
Once that is done, you are ready to complete the next steps in the process of applying for a Florida homestead exemption. Read More
If you are a Michigan resident who spends more than half of your year in Florida, you may be wondering whether it is advantageous to officially change your residence to Florida. As with all tax and estate planning matters, the answer will vary depending upon your unique situation. However, the most common considerations deal with income taxes and exemptions for homestead (Florida) and principal residence (Michigan). Read More
So you’ve made a move to Florida. Do you need a new will and trust? Most often, the answer is no. Generally speaking, an estate plan that was validly executed in the state where it was signed is valid in all other states. However, there are some scenarios which merit updating an estate plan to conform to Florida law. If your estate plan falls within either of these categories, it’s time for an update. Read More