How probate works in Washington DC, Maryland, Virginia and California: the court process step by step, what it costs, the assets that pass outside probate, and what changes when the decedent or the heirs live abroad.
Read moreSummary A non-citizen who has become domiciled in the United States is taxed at death on the worldwide estate, exactly like a citizen, and has the same $15,000,000 exclusion in 2026. The green card is not what decides this. What such a person does not have is the unlimited marital deduction. Property passing to a spouse who is not a
Read moreA United States citizen, or a person domiciled in the United States, is taxed at death on everything owned anywhere: the apartment in Munich, the account in Geneva, the pension accrued in London. The plan meant to govern those assets is not similarly unified. Succession is territorial, and every country in which property sits runs its own proceeding, applies its
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For families with assets in several countries or non-US citizenships, comprehensive estate planning is essential to ensure that the planned transfer of all assets works well under the laws of the affected countries and the various components of the estate plan do not counteract each other. Regarding the laws of other countries, we partner with competent advisers in these
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US persons have to declare foreign financial assets, foreign income and inheritances and trust distributions from abroad.
Read moreNote: The information below pertains to the drafting or revision of estate planning documents. Step 1: Schedule a complimentary introductory call During this ten to twenty minute call or visit you will tell us about your particular situation and we will determine if we can help. Step 2: Schedule an Initial Consultation Package After the initial contact, we will schedule
Read moreWills and Trusts Estate planning for international individuals is significantly more complex than for domestic clients. The laws of which jurisdiction will govern the estate? Which assets will pass according to which laws? Will a testament be accepted by the courts of another country? Which marital regime applies to the assets of the couple? Is there a tax treaty that
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