Get Your Florida Residency Right — and Keep the Benefits You Moved For
You’ve taken the first step. But if your legal and financial life isn’t aligned with Florida — then move could come undone when it matters most.
Florida says you moved. Your old state may not agree.
Establishing residency in Florida isn’t just about filing paperwork or spending time in the right ZIP code. It’s about building a case that holds up when tested.
When that time comes — whether through an audit, a legal challenge, or estate proceedings — the burden will be on you.
Not your CPA. Not your attorney. You.
It won’t be about where you live. It’ll be about what your documents, decisions, and advisors say about where you’ve moved your life.
The Florida Fit Call is your opportunity to make sure the signals you’re sending support the story you need to tell them.
Is this call right for you?
If you’ve made the move — or plan to — and want to be sure it holds, this call is for you.
We’ll look at:
How your legal, tax, and advisory setup aligns with Florida law
The signals your plan is sending — and where they may fall short
What to address now, before gaps turn into costly problems