"What about pets? How do you get them there and what are the quarantine requirements? This is all something that should be thought of ahead of time."
Sometimes the last thing potential expatriates think of is the cultural difference they will deal with, especially if the move is to Canada. Advisors need to tell clients to consider the vast differences in lifestyles, says Middleton.
"I tell people if they are not willing to adopt the culture of the country they are moving to, then don't go. If you want to go as an American, go as a tourist and then come home. I have not had anyone retire to another country and come back home yet."