There are many reasons to vacation in Naples – nice weather, golf courses, tennis, boating, friends, or just to get away. Considering the purchase of a second home is a more serious matter. Contemplating a change of domicile is infinitely more complex. In addition to our helpful Changing Domicile Economic Module for high-income clients, it’s imperative to seek the advice of legal and tax professionals. Together we can work through the various tax and logistical decision-making steps.
Registered Representative offering securities through M Holdings Securities, Inc., a registered broker/dealer, member FINRA/SIPC. Investment advisory services offered through Advisors Trust. Advisors Trust is independently owned and operated.