Charleston · Situation
How does a senior downsize on Dewees Island without overpaying in taxes?
Avoiding an overpayment starts with filing for legal-residence status promptly on whatever home a Dewees Island senior buys next, since that status is what lowers the assessment ratio and drops the school operating share from the tax bill, though none of it applies automatically after closing. Missing that filing window, even briefly, can mean paying the higher non-owner-occupied rate for a stretch. Brian Beatty flags this deadline for every downsizing client moving within or into Dewees Island so nothing gets missed.
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Ask Brian directly. No form, no obligation, and a real answer even when the answer is that now is not the time to sell.