Tag Archives: Domicile


Florida Domicile From a Financial Planning Standpoint – Part 2

While one of the advantages of living in Florida is the lack of an individual state income tax, that’s not the only benefit it provides to its residents!

In the second part of the Florida Domicile series, David Vallieres is joined by Michael Witzke, chair of McDonald Hopkins Estate Planning and Probate Group, and Amanda Dorio, managing attorney at The Dorio Law Firm, PLLC. Together, they dive deep into the asset protection and property tax benefits in Florida and discuss how it can have a significant impact on your financial plan.

You will learn:

  • The fundamental difference between estate tax and inheritance tax
  • How to access the two key asset protection tools in Florida – Homestead Creditor Protection and Tenancy by the Entirety
  • Real-world examples of clients benefitting from Florida Domicile
  • Complications that may arise in the state you’re leaving, and tips to deal with them
  • And more!

Listen now to learn how you can take advantage of the various tax and asset protection advantages offered by the state of Florida!

Resources: Synergy Capital Solutions | David Vallieres | Michael Witzke on LinkedIn | Amanda Dorio on LinkedIn | Email at: hello@synergycapitalsolutions.com