Your domicile is your primary, permanent residence, even if you own multiple properties. This legal designation is more than just an address—it influences important aspects of your life, including tax obligations, voting rights, Medicaid eligibility, and estate planning.

For those establishing domicile in Florida, the benefits can be significant. Florida offers no state income tax, estate tax, or inheritance tax, making it an attractive option for retirees and individuals looking to protect their financial future. Additionally, Florida’s favorable Medicaid planning options can provide essential support for long-term care.

If you already live in Florida or are considering making the Sunshine State your permanent home, consulting with a domicile planning lawyer in Florida is a smart step. The Millman Law Group, led by Aaron Millman, Esq., CPA, specializes in guiding individuals through the domicile planning process to ensure they maximize Florida’s legal and financial advantages.

Whether you’re settling in Boca Raton, Delray Beach, or other areas of south Florida, The Millman Law Group is here to assist you every step of the way. Contact us today to learn more about how establishing a Florida domicile can benefit you and your estate.

The Difference Between a Residence and Domicile 

Residency relates to your actual presence in Florida, whereas domicile refers to your official legal permanent address there. Being a long-term resident of Florida through the purchase or rental of real estate is a common method of proving residency. By these criteria, Florida “snowbirds” are residents of Florida. 

However, those same people may be recognized as lawful inhabitants of another state. This implies that they pay taxes in that state and that their estate will be governed by the laws of that state when they pass away. Florida law will govern the division of your estate upon your death, and you will be liable for Florida taxes if you decide to make Florida your permanent residence, or domicile. If establishing residence aligns with your estate planning objectives, you may do so prior to declaring domicile in Florida. 

How to Establish Your Florida Domicile 

Consult your domicile planning lawyer in Florida as soon as possible to start this process. At The Millman Law Group, we will guide you through every step of the process and ensure that nothing crucial is missed. The process of claiming Florida domicile consists of two parts. 

The Bright Line Test

To qualify for a domicile, you must reside in Florida for 183 days or no other state for more than 183 days. You can discuss with your attorney the various ways you may establish that you have lived in the state for the required amount of time. 

The Subjective Test

After that, you have a number of options for establishing your Florida domicile. The comprehensive checklist on the Millman Law Group website includes the following steps:

• Register your vehicles in Florida
• Update deeds with Florida as your residence
• Update insurance policies with your Florida address
• Submit a Declaration of Domicile in your county
• Change estate planning documents to list Florida as your home 

Why Should You Establish a Florida Domicile? 

What advantages may you anticipate from working with your domicile planning lawyer in Florida? Your estate planning may be greatly impacted by your decision to create a Florida domicile. In Florida, there are exemptions from income taxes, inheritance taxes, estate taxes, Social Security taxes, and retirement income taxes. Additional strategies to evade paying property taxes exist.

Another aspect of Florida law that aids in protecting your investments from creditors is its robust asset protection provisions. Ladybird deeds are a more flexible option than standard life estate deeds in Florida and can further help you provide for your beneficiaries. 

Relocate to Florida and collaborate with your Millman Law Group lawyer to reap the benefits of Florida estate planning.

Read Testimonials From Our Florida Clients

Read some of our client testimonials to find out more about the help and support we provide to our clients in Florida:

• “I have been a client of The Millman Law Group for several years and have consistently received exceptional service. Their team is always professional, courteous, and attentive to my needs. Every time I reach out, they handle my inquiries with a personalized approach, ensuring that my interests are always prioritized. Their guidance has been invaluable, consistently helping me make well-informed decisions tailored to each unique situation. The firm’s commitment to client care and expertise is truly commendable.” – Michael
• “My husband and I had a great experience with Aaron Millman and his staff; we have used him as our attorney for a number of years, and he has written and revised our trust and will with clear explanation and in a timely manner; his staff is a pleasure to work with, as well.” – Barbara F. 

Contact The Millman Law Group and Your Domicile Planning Lawyer in Florida

Millman Law Group, PLLC is one of the only law firms that offers life planning in South Florida. From life care planning to the preparation of detailed estate plans, Millman Law Group has committed to serving Floridian elderly communities in Boca Raton, Palm Beach County, Ocean Ridge, Hillsboro Beach, and many other areas since 2018. Our dedicated team specializes in special needs trusts and catering to any age demographic because we know that it’s never too early to start preparing for your future. For the latest news in estate planning and elder care law, follow us on Facebook, Twitter, LinkedIn, and Pinterest. You can also contact us at 561-463-6480.