Our upcoming Florida Domicile & Estate Planning Seminars are designed to help you make informed decisions as you settle into your new life in the Sunshine State. These free events offer insights from seasoned professionals in estate planning, tax strategy, and domicile law.
We invite you to attend one of our informative and welcoming sessions. Come with questions, leave with peace of mind.
Current Locations offering Seminars:
January 22, 2026, 1:00-2PM with special guest attorney Jennifer Hammond
At 13525 Bell Tower Drive, Fort Myers, FL 33907
or via live stream at 2450 Periwinkle Way, Sanibel, FL 33957
February 26, 2026, 1:00-2PM with special guest attorney David Platt
At 2450 Periwinkle Way, Sanibel, FL 33957
or via live stream at 13525 Bell Tower Drive, Fort Myers, FL 33907
March 26, 2026, 1:00-2PM with special guest attorney Mike Hill
At 13525 Bell Tower Drive, Fort Myers, FL 33907
or via live stream at 2450 Periwinkle Way, Sanibel, FL 33957
April 23rd, 2026, 1:00-2:00PM with special guest attorney Craig Hersch
At 2450 Periwinkle Way, Sanibel, FL 33957
or via live stream at 13525 Bell Tower Drive, Fort Myers, FL 33907
RSVP to Andrea McKiddie: amckiddie@floridatrust.com or 239-329-8300
What You’ll Learn:
If you are thinking of becoming a Florida resident or have already made the wise choice to make Florida your domicile – congratulations! If you are still in the decision-making process, let’s consider the host of advantages of becoming a Florida resident and making Florida your “domicile state.”
In addition to our wonderful weather and lifestyle, there are financial rewards as well. Residents of all states are subject to Federal Income Tax, but Florida residents enjoy no state income tax, estate tax, inheritance tax or intangible tax. This usually means tax savings on IRA withdrawals, pension, annuity, and employment income. However, if you own assets or derive income in or from another state, you may still be subject to income and estate tax in that state.
For example, a Wisconsin resident making over $280,950 pays a state income tax of 7.65% over and above the Federal income tax. The Florida resident savings in this case is more than $20,000. IRA withdrawals are considered income too.
Florida residents also enjoy property tax savings and Florida homestead creditor protection. Making your Florida home your homestead with the property tax assessor can lead to a $50,000 reduction in the taxable assessed value of your home. In addition, the Save Our Homes Property Assessment Cap limits the increase in your home’s assessed value to no more than 3% annually – regardless of that year’s actual appreciation. There are even portability provisions if you sell your home and acquire a new one.
There are steps to take to achieve Florida Domicile and ensure your successful disengagement from your former state:
As part of our broader estate planning services, helping clients establish their Florida domicile is one of our greatest privileges. We understand the legal nuances and the personal choices that come with this life transition—and we’re here to support you every step of the way.
Let’s make your move to Florida as rewarding as it should be.
Claiming Florida as your home has its advantages. Plan a call or in person appointment to learn more.
From left to right: Michael R. Dreyer, CPA, Tampa Bay President; Megan Marquardt, CFP®, CTFA, Fort Myers President, Wealth Services; S. Albert D. Hanser, Founder and Chairman; Terence M. Igo, Chief Executive Officer; Billie Ann Porter, CFP®, CTFA, Naples President; Jeffrey A. Muddell, MBA, CFP®, Sanibel President, Wealth Services Advisor.
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