Moving to Texas Checklist
Moving Topic |
Potential Action Items |
Young Children:
|
____ Register kids for school. www.mytexaspublicschool.org ____ Find local doctor, dentist, optometrist, day care ____ “Texas Size” your Will / Trusts / Powers of Attorney / Guardian to ensure that children are protected if you are disabled or deceased |
House and Home: |
____ Mail forwarding. www.usps.com/manage/forward.htm ____ Home, car, boat, rental insurance. Consider umbrella insurance. ____ Texas Homestead Exemption. Travis County: www.traviscad.org/homesteadexemptions/ ____ Register to vote. www.votetexas.gov/register/index.html |
Rental Properties: |
____ Consider Texas LLC for asset protection. By default, litigants can sue for owner’s rental AND personal property. LLC = asset shield.
|
Cars, Trucks, Boats: |
____ Get Texas driver’s license.
dps.texas.gov/section/driver-license/how-apply-texas-driver-license
____ Register cars and boats in Texas. Cars: www.txdmv.gov/motorists/new-to-texas Boats: tpwd.texas.gov/regulations/outdoor-annual/boating/title-registration-id-requirements
|
Business Entities, e.g., Limited Liability Co (LLCs) :
|
____ Consider changing existing business entities to TX entity (e.g., LLC).
____ File final return for entity in prior state to end annual registration fees. ____ Find CPA to prep TX Franchise Tax Returns for TX entities. |
Professional Network: |
____ Attorney – estate planning, business and asset protection ____ CPA / accountant – personal and business income tax returns ____ Realtor, property manager ____ Insurance agent – property, auto, rental, life, long term care ____ Financial advisor – 401k, IRA, brokerage investments
|
Thrash Carroll Vanway Law Group
Attorneys specializing in Estate Planning, Asset Protection, Probate
(512) 263-5400 | info@tcvlaw.com | 3 Lakeway Centre Ct, Ste 200, Lakeway, TX 78734
Initial consultation is complimentary. www.estateplanningaustin.com