A couple came in after receiving an audit notice from their former home state.

They had “moved” to Florida the year before — officially, at least.
They had Florida driver’s licenses, voter cards, and even a homestead exemption.

But here’s what hadn’t changed:
Their CPA, attorney, and doctors were all still up north.
They kept flying back for long stretches.
Their estate plan was still written under northern law.

So when their former state reviewed their records, they said:
“You didn’t really move — you just got a new license.”

The result?
Thousands in back taxes.
Endless paperwork.
And a hard lesson learned.

We helped them fix everything — aligning their accounts, updating their documents, and building a Florida-based plan.

Now, their move is official in every sense — financially, legally, and personally.

The takeaway?
If you’re going to move, move all the way — and don’t forget your estate plan.

Because residency isn’t about where you say you live.
It’s about where your life actually points.