Many retirees, upon finding themselves no longer bound by the geographic constraints of a job or children's schooling, begin contemplating moving to another - perhaps warmer - state. In addition to a more temperate climate, living in another state can offer distinct economic advantages.
In a recent article for Trusts & Estates Magazine, David Spacht explains how retaining ties to a "snowbird's" state of origin while avoiding its taxes is possible, and provides a roadmap for tax and trust planning.
Read the full article here.
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