Escape Your Former State’s Tax Trap – Download Your Free Guide
Is your estate plan safe from your former state?
Some states aggressively pursue former residents for tax obligations—even after they’ve relocated. Our free guide is designed to help recent Florida transplants protect their assets, defend against residency audits, and maximize Florida’s tax advantages.
Take control of your financial future today!
What’s Inside?
Many high-tax states work hard to keep you on their tax rolls. Are you unknowingly still considered a resident of your former state? This guide walks you through how to legally sever tax ties and protect your assets.
- The key factors states use to determine tax residency
- Steps to officially establish residency in Florida
- Examples of common mistakes that keep you tethered to your old state’s tax authority
Need Personalized Help?
Book a Free Strategy Session!
Every situation is different—your residency status, assets, and tax liabilities all impact your ability to successfully cut ties with your former state. Don’t risk an expensive mistake! Schedule a FREE strategy session with Sheppard Law Firm and let our experienced attorneys guide you through the process.
Your Path to a Secure and Tailored Estate Plan
Our 7-Step Estate Planning Process
- Client Organizer: Share your current situation and goals through our confidential organizer, which sets the foundation for your personalized plan.
- Goals & Responsibility Conversation: Identify your priorities, discuss decision-makers, and plan for the responsibilities of carrying out your wishes.
- Design: Create a custom will or trust package tailored to your family, finances, and goals with a clear, upfront fee.
- Document Builder: Review easy-to-understand drafts, flowcharts, and summaries, ensuring all your questions are answered.
- Advisor Coordinator: Collaborate with your trusted attorney, CPA, or financial advisor to ensure transparency and clarity.
- Asset Alignment: Properly align assets like property, accounts, and insurance with your estate plan to ensure everything works as intended.
- Client Care Program: Stay up-to-date with changes in law, taxes, or your personal situation, including ongoing support for asset alignment.
Get Your Copy of Escaping Your Former State's Taxing Authority
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