Gunster shareholder Rachel Lunsford recently authored a column for the Tampa Bay Business Journal discussing the continued migration to Florida’s West Coast and the estate planning considerations that often accompany a change in residency.
Lunsford discusses the importance of properly establishing Florida residency and evaluating estate planning, wealth transfer, and succession strategies after a move. As she notes, "Florida residency is more than a change of address," underscoring the need for thoughtful planning to maximize both tax and non-tax benefits.
A Tampa native, Rachel Lunsford is a shareholder in Gunster's Tampa office where she focuses her practice on estate planning and administration for high-net-worth individuals, business owners and families. Rachel enjoys working with clients to design plans that implement their estate and tax planning objectives while addressing concerns such as business succession, family relationships and philanthropy. Rachel's well-rounded experience enables her to develop strategies for clients that optimize opportunities and mitigate the difficult situations that can occur with complex family estate planning.
