Engel & Volkers - Suncoast - Flipbook - Page 2
Move Smart. Live Better.
GREAT PLANNING REQUIRES FOURTHOUGHT
Considering a move to Florida?
Be sure to answer these questions:
•
What are the income, property, sales, and
estate tax implications?
•
What do I need to do to declare Florida
residency?
•
What are the asset protection and
planning differences?
•
More importantly, what do I need to do
to prove to my former state that I am no
longer a resident?
•
What impact will residency have on my
financial and estate plans?
We help clients answer these questions and
more so that they can make better decisions.
Trust FourThought.
We are fiduciaries who have served the
Southwest Florida area for over 30 years.
If you’re considering relocating to Florida,
schedule a meeting with one of our
FourThought advisors to make the most of
your move.
Contact FourThought Private Wealth
for a personalized consultation at 941-408-8557
310 West Venice Avenue, Suite 201 | Venice, FL 34285
fourthought.com
The material presented is for educational purposes only. FourThought Financial Partners, LLC is an investment advisory firm
registered with the Securities and Exchange Commission (“SEC”). SEC registration does not imply a certain level of skill and or
expertise. FourThought Financial Partners, LLC is not a tax advisor. Please consult your tax advisor for any tax related questions.
