06/23/2026
Becoming a “snowbird” requires more than just choosing a warm destination. Splitting time between homes in different states can have meaningful implications for taxes, residency, healthcare, estate planning, and ongoing asset management.
We’ve outlined considerations to evaluate with your financial advisor before making the move to assess how this lifestyle fits within your broader plan.
Spending part of the year in Florida or Arizona sounds simple, until you layer in multi-state residency, tax exposure, and estate planning considerations. This article outlines what to evaluate before you make it real.
Retirees living in colder parts of the United States often find the idea of spending part of the year in a warmer climate appealing.