The weather is starting to get chilly and, for many, it’s that time of year to pack your bags and head south for the winter. With the pandemic as a new factor, there are a few things to consider on top of the usual checklist:
As you prepare to leave your home for a few months, here are a few other things to keep in mind.
If you plan on claiming the state where your second home is as your legal residence, please contact your wealth management team so we can change our records and advise you accordingly.
We wish you safe and health travels as you enjoy the winter months in your secondary home. Please reach out to your wealth manager if you have any question as you prepare.
Modera Wealth Management, LLC (“Modera”) is an SEC-registered investment advisor with places of business in Massachusetts, New Jersey, Pennsylvania, North Carolina, Georgia and Florida. Modera may only transact business in those states in which it is registered or qualifies for an exemption or exclusion from registration requirements. SEC registration does not imply any level of skill or training. For information pertaining to our registration status, fees and services, please contact us or refer to the Investment Adviser Public Disclosure web site (www.adviserinfo.sec.gov) to obtain a copy of our disclosure statement set forth in Form ADV Part 2A. Please read the disclosure statement carefully before you invest or send money.
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