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Thinking About Making Florida Your Legal Home?

Welcome to the Sunshine State, where your lifestyle and financial future can thrive.

Make The Move

Florida isnt just a warm-weather destination. It's a smart financial choice. 

  • No state income tax on wages, investments, retirement distributions or capital gains
  • No estate or inheritance tax, making it ideal for legacy planning
  • Homestead exemption offers property tax saving and asset protection
  • Creditor protections for IRAs, annuities and life insurance

But to enjoy these benefits, you must legally establish Florida as your domicile - and that takes more than just buying a home.

Your Florida Residency Checklist

Our team is here to guide you through every step, ensuring you’re checking all the right boxes to establish residency with confidence.

1. Get a Florida driver’s license
2. Register to vote in Florida
3. File federal taxes (and your final individual income tax return in your former state) from your Florida address
4. Register/Insure your vehicles and boats in Florida
5. Apply for the Florida Homestead Exemption
6. Open a bank account in Florida
7. Create financial ties in Florida
8. File a Declaration of Domicile with the Clerk of the Court in your county
9. Update your estate documents to reflect Florida Residency

Sign Up For Our Seminars

Sign Up For Our Seminars

There are many misconceptions about establishing residency and even more ways to create ties to Florida that people don’t know about.


Our team hosts regular seminars, free of charge, to further explore the above strategies and more with newer, and those interested in becoming Florida residents. We break it all down in an easy-to-understand format, encouraging open conversations and questions.

Florida Government Resources

Florida Government Resources

Thinking about making Florida your home? Our government resource page helps you identify where to go ensure your residency process goes smoothly.

Connect With Us

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