Lauren M. Kurtz

I like helping clients feel a sense of security knowing their loved ones will be taken care of regardless of what life throws at them. It’s rewarding to use my knowledge and skills in wealth planning in a way that reassures them that what they’ve worked so hard to build for future generations is protected. Whether I am working with successful entrepreneurs or established family offices, my clients see me as a trusted counselor who’s always thinking about their goals and aspirations.

There has been a major migration of entrepreneurs, businesses, and wealthy individuals and families from other parts of the country to Florida. Some factors that have driven this migration are tax-related, such as the "SALT Deduction Cap" established by the 2017 Tax Cuts and Jobs Act and the continued discussion in high-tax states to increase taxes to cover budget deficits that have been exacerbated from addressing the COVID-19 pandemic, both of which have made low-tax Florida increasingly attractive to high-net-worth individuals. While some change of domicile actions are simple and straightforward, others are not. Those contemplating a move or in the process of moving to Florida should consult a local attorney to ensure there are no unwelcome complications to their tax and estate planning after the fact. I’ve helped a number of clients navigate the trickier elements of a cross-state move to Florida.