A move and a sale touch everything at once: where you live, where your income is taxed, how the deal is built, your property, your estate plan, and the life you actually want to build.
What the checklist covers
Free owner field guide
Inside the field guide
Use the checklist to record the facts you have and the questions you still need answered.
Inventory homes, expected days, business duties, family ties, the intended living pattern, and possible transaction timing.
Organize contemporaneous location, travel, home-access, business-activity, formal-document, family, and community records.
Surface deal form, asset location, owner duties, deferred value, sourcing, timing, and operational ties for counsel to analyze.
Review property, homestead, estate documents, beneficiaries, insurance, liquidity, family access, and the intended first year in Florida.
Give tax, legal, estate, transaction, insurance, accounting, and financial professionals the same facts and implementation record.
How to use it
Inventory homes, days, business ties, family facts, transaction possibilities, and the professionals needed to evaluate them.
Model the sequence with counsel, make actual personal and operational changes, and keep contemporaneous evidence.
Align structure, sourcing, liquidity, documents, business duties, property, travel, and the actual life maintained after the move.
Important boundary
This checklist does not determine domicile, statutory residency, income sourcing, tax due, Florida homestead eligibility, transaction treatment, or the effect of any document. Use qualified legal, tax, valuation, transaction, banking, insurance, and financial professionals for conclusions that depend on your facts.
Primary references