Northern Trust: Interstate Relocation Checklist (July 2021)

Northern Trust has published an article, “Interstate Relocation Checklist”. The article begins as follows:

Indeed, with work-from-home/work-from-anywhere dynamics evolving rapidly and state tax codes in flux, many who had not previously contemplated an interstate move are now considering the possibility.

Whether one is motivated to move to a new state for personal/lifestyle, career or financial reasons, interstate moves require thorough planning to successfully navigate tax, estate and other financial complexities. While the following checklist of considerations is not exhaustive, it is indicative of the types of steps you should consider undertaking and decisions to assess with your trusted advisors.

Click here to see full article: “Interstate Relocation Checklist.”

Posted by Bella Hoang, Managing Associate Editor, Wealth Strategies Journal.

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