Download our Checklist: What Issues Should I Consider When Moving Out Of State?

You may be moving out of state, or have recently moved to your state. In addition to the logistical challenges and the stress of relocation, this life transition can present a variety of financial issues that significantly impact your planning. It’s important to identify and weigh options and strategies, pre- and post-move, in order to ensure that your financial well-being is protected.

To help you guide you through an interstate move, we have created this checklist. Many of the issues addressed in this checklist remain relevant months and even years after a transition. It covers key issues to consider during this important life event, including:

Cash flow issues | Establishing domicile | Tax considerations | Health care matters