Moving Out of State?

Like many of our clients, you might be thinking about moving out of state.  What issues should you consider  when moving out of state?  There is much to consider prior to and during ownership of a second home especially when moving out of state. Thinking about everything from cashflow, tax implications, and insurance to estate planning, education funding, and healthcare means this isn’t a decision to make without all the information you need.

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The worksheet below will certainly help you identify what you do know and what you still need to know about the ramifications of owning a second home, especially in another state. Undoubtedly, you will also uncover questions that you don’t know how to answer. That’s where your SWMG Wealth Advisor can help. Please reach out to us well before you choose to take on a second home. We would like to help you avoid potentially costly mistakes.

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Stephens Wealth Management Group does not provide legal or tax advice. The information herin is general and educational in nature and should not be considered legal or tax advice. Tax laws and regulations are complex and subject to change, which can materially impact investment results. This content is being provided for information purposes only. Stephens Wealth Management Group is not affiliated with and does not endorse, authorize, or sponsor any of the listed websites or their respective sponsors. Stephens Wealth Management Group is not responsible for the content of any website or the collection or use of information regarding any website’s users and/or members. 

Stephens Wealth Management Group cannot guarantee that the information herin is accurate, complete, or timely. Stephens Wealth Management Group makes not warranties with regard to such information or results obtained by its use and disclaims any liability arising out of your use of, or any tax position taken in reliance on, such information. Consult an attorney or tax professional regarding your specific situation.

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