by Trust Counsel | Nov 25, 2020 | Articles, Asset Protection, Business Succession, Business/ Corporate Law, Case Law, Celebrity Estates, Estate Planning, Estate Tax, Family, Financial, Gift Tax, Guardianship, Health Care Directive, High Net Worth, Incapacity, Income Tax, Inheritance, Intellectual Property, IRAs / 401(k), IRS, Kids Protection Planning, Liens/Debt, Non - US Citizen, Podcast, Probate, Probate Litigation, Real Property / Real Estate, Retirement, Scams, Trusts
A will is one of the most basic estate planning tools. While relying solely on a will is rarely a suitable option for most people, just about every estate plan includes this key document in one form or another. A will is used to designate how you want your assets...
by Trust Counsel | Nov 6, 2020 | Asset Protection, Business Succession, Business/ Corporate Law, Case Law, Celebrity Estates, Estate Planning, Estate Tax, Family, Financial, Health Care Directive, High Net Worth, Income Tax, Inheritance, Intellectual Property, Kids Protection Planning, Non - US Citizen, Probate Litigation, Real Property / Real Estate, Retirement, Special Needs Planning, Trusts, Wills
If you’re like most people, you likely think estate planning is just one more task to check off of your life’s endless “to-do” list. You may shop around and find a lawyer to create planning documents for you, or you might try creating your own DIY plan using online...
by Trust Counsel | Dec 13, 2018 | Articles, Estate Tax, Non - US Citizen
Every year an increasing number of global families come to the U.S. for business or pleasure. And investing in real property in places like Miami and New York is not uncommon. Also, it’s not uncommon to bring personal effects—such as jewelry, artwork, furniture,...
by Leslie Marenco | Jan 8, 2015 | Articles, Asset Protection, Business/ Corporate Law, Estate Tax, Income Tax, Inheritance, IRS, Non - US Citizen, Probate, Real Property / Real Estate
Many individuals who live outside of the U.S. like to purchase real estate in America or invest in the U.S. Stock Market. It can be much safer than in investing in other parts of the world and often times the individual has children who have moved to America to live...
by Leslie Marenco | Aug 17, 2014 | Articles, Estate Planning, Estate Tax, High Net Worth, Non - US Citizen, Trusts
This is South Florida so I commonly encounter married couples with mixed nationalities. That is, one spouse is an American citizen and the other is not. The U.S. estate and gift tax rules are generally the same for U.S. citizens and resident aliens. However, the...
