Tax & Estate Considerations When Exploring a Change in Domicile

Presented by

Joan Crain, David Hubbard, Laura Kaplan

About this talk

Protecting family wealth & managing the impact of taxes has long been a priority for families, regardless of net worth. An increasingly desirable way for residents of high-tax states looking to reduce their total tax liability is to change domicile to a low-tax or no-tax state. BNY Mellon Wealth Management invites you attend a virtual discussion highlighting key tax and estate considerations to keep top-of-mind when thinking about moving one’s residency to a tax-favorable state. These include meeting state and federal requirements to confirm one’s newly domiciled property status, misconceptions about the ease of changing domicile from one state to another, and the awareness of pitfalls critical to avoiding undesired consequences.

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The BNY Mellon Wealth Management webcast series is an online channel that provides insights and expert advice on the latest market trends and analysis. Our comprehensive Active Wealth strategies cover five essential practices: investing, borrowing, spending, managing taxes and costs, and protecting your legacy. These practices help our clients achieve long-term financial success that stretches across market cycles and spans generations.