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Where does your dog live? A case for Domicile

Posted on March 26, 2019
The link to the article in Bloomberg below reminded me of a client who wanted to change his Domicile to Florida but was having a hard time letting go of a cherished item from his previous place of residence (in a northern state). In his case, it was his resident-based membership to a local country club that he held for over 30 years. After explaining to him that this one membership might be a defining
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Will the Tax Man Come Knocking?

Posted on October 4, 2018
It’s an unfortunate reality, but many of my clients come to me after the tax man has knocked on their door. They thought signing and filing a simple Declaration of Florida Domicile would be the only item necessary to prove legal intent and keep the tax man at bay. But – as this article in Institutional Investor point out – certain state’s Department of Taxation & Finance have become vigilant investigators in their pursuit to
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4th Edition of Florida Domicile Handbook Released

Posted on October 31, 2017
Why are so many Americans moving to Florida? Florida domicile expert and author of The Florida Domicile Handbook: Vital Information for New Florida Residents, 4th Edition E. Michael Kilbourn says it’s because the Sunshine State doesn’t burden its residents with mountains of confiscatory taxes. In the fourth edition of this popular book, published by Brendan Kelly Publishing (January 2018), Kilbourn and co-authors Brad Galbraith, CPA, Esq., and Joshua D. Rudnick, Esq., discuss the steps and
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I was born in a small town

Posted on September 29, 2017
As we mature, our past seems to stretch further than our future. For this reason, possibly, is why we tend to reminisce so often and so vividly. My memories of yonder years seem to become more glorious and more important to my daily life every day. I was born in a small town and those small town ideals and its slow cadence are long gone. Today, we fill our minutes with tweets, and scrolling through
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Best Key Lime Recipe

Posted on July 6, 2017
For 10 years, I’ve allowed my editor and publicist, Mollie Page, to include her Key Lime pie recipe in The Florida Domicile Handbook. She kept insisting that it was the best IF made with fresh key lime juice. I have not heard any complaints or received any bills from emergency rooms, so I’m guessing readers are pleased. I’ve enjoyed my share of key lime pies since moving to Florida in the early 1990s. I’ve even
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Contacts

Email:mike@kilbournassociates.com

Phone:(239) 261-1888

Address:3033 Riviera Drive, Suite 103
Naples, FL 34103

About

Kilbourn Associates has been providing estate planning and family wealth transfer services to clients around the United States for over 30 years. Mike Kilbourn is the author of several books on financial planning and the founder of the Wealth Protection Network, a collaborative client-focused collective of financial planning professionals.

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