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North America on an Old Globe

Moving Up or Moving Out?

Practical planning for snowbirds pursuing Florida residency.

Many retirees, on finding themselves no longer bound by the geographic constraints of a job and with their children off starting families of their own, begin to contemplate moving to another state. While escaping the frigid northeast winters is certainly one benefit, moving to another state can also have distinct economic advantages. Relocating to Florida, for example, a state with sunny winters and without any income or estate tax, can be a simple way for a client to avoid at least two


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