Relocation. Florida Domicile, Established Correctly.

Relocation to Florida is tax-year timing first, real estate second. The January 1 homestead exemption deadline, the 183-day physical presence test, and the proper abandonment of prior state tax residency all have to happen in a specific order — and documented.

Before any property search, I review your departure-state exposure (New York, Connecticut, and California audit departing high earners aggressively), the sequencing of domicile acts (voter registration, driver's license, vehicle titling, Florida Declaration of Domicile), and the Save Our Homes 3% assessment cap — including portability from a previously owned Florida homestead.

Only once the structural timeline is aligned does the residential search begin. Neighborhood analysis covers school feeder patterns (Ransom Everglades, Gulliver Preparatory, Pine Crest, Coral Reef), flood-zone classification, insurance-cost variance by zone, HOA and carrying-cost economics, and walk-to-school and commute realities — each measured against the household's actual daily life, not the listing description.

Purchase structure — revocable living trust versus LLC versus individual title — is decided jointly with your CPA and estate attorney, weighed against homestead eligibility, creditor protection, and probate avoidance. I operate alongside your wealth advisor; I do not replace them.