When we ask clients if they have had an estate planning conversation with their immediate family or heirs, most clients usually say they have not done so. For those that have had the conversation, it’s interesting for us to know how it went, who was involved, and what topics were …
Read MoreProtecting Your Legacy: The Importance of Estate Planning
Importance of Estate Planning Can you imagine building your business for 20, 30 even 40 years and then watching it crumble? What if you worked your whole entire life to build a business, a future, a support system for your family and then have it fall apart due to the …
Read MoreEstate Planning vs. Probate | Why You Should Engage in Estate Planning
A recent article on wealthmanagement.com discussed how most Americans’ inheritances go through probate due to lack of preparation through an estate plan. From the article: “Surveys confirm that avoiding probate is the primary reason that clients engage in estate planning today. Yet, the estates of the majority of Americans will …
Read MoreEstate Planning for Non-Resident Aliens and Non-Citizen Spouses
Estate Planning for Non-Resident Aliens and Non-Citizen Spouses Non-Resident Aliens are not treated as advantageously as US citizens under the estate and gift tax rules by the IRS. For a nonresident non-citizen (“nonresident alien” or “NRA”) the applicable estate tax exemption is limited to $60,000, in comparison to $5,340,000 for …
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