Interstate Relocation Checklist

Interstate relocation is a significant, nuanced and potentially exciting decision. Follow these steps to navigate the financial aspects of changing your primary residency.

Indeed, with work-from-home/work-from-anywhere dynamics evolving rapidly and state tax codes in flux, many who had not previously contemplated an interstate move are now considering the possibility.

Whether one is motivated to move to a new state for lifestyle, career or financial reasons, interstate moves require thorough planning to successfully navigate tax, estate and other financial complexities. Download our checklist to understand important considerations to assess with your advisor, including:

  • Ensuring adequate property & casualty insurance coverage
  • Understanding how deferred compensation will be taxed
  • Evaluating the benefits and drawbacks of relocating your trust

This information is not intended to be and should not be treated as legal, investment, accounting or tax advice and is for informational purposes only. Readers, including professionals, should under no circumstances rely upon this information as a substitute for their own research or for obtaining specific legal, accounting or tax advice from their own counsel. All information discussed herein is current only as of the date appearing in this material and is subject to change at any time without notice.