“I promised my wife that, when we turned 65, we would retire and move to Naples.
The Florida Domicile Handbook helped me keep that promise… except for that retire part.”

Neal Boortz

New York Times #1 Bestselling Author of The FairTax Book

“The Florida Domicile Handbook is exceptionally well done. All financial
planners, CPAs, attorneys and other client advisors should have this book at
their fingertips. Anyone who is planning to move to Florida or who just
moved here will find this book to be invaluable.”

Renno L. Peterson

Estate Planning Attorney

“Finally, a comprehensive resource I can share with individuals
contemplating Florida residency. This book specifically addresses
financial, tax, estate planning and other practical issues surrounding
Florida domicile. It is a must read for anyone considering a change of

Robert K. O’Dell, CFP

NAPFA – Registered Financial Advisor
LVM Capital Management, Ltd.

“This book is a great resource for anyone moving to Florida. I was really
impressed at how detailed the information was about topics like Homestead
Exemption and the Save Our Homes Amendment. I am recommending it to other
financial planners I know so they have a useful reference to go to when
clients have complex questions about domicile.”

Dr. William Merwin

Past President, Florida Gulf Coast University
Consultant, Sanibel-Captiva Trust Company