Estate planning for non-US citizens depends on the whether the person in question is a US domiciliary or not, regardless of the visa status. US domiciliaries’ estate has the same US estate tax exemption amount as US citizens (currently $11.2 million). Non-US domiciliaries’ estate, on the other hand, only has a US estate tax exemption amount of $60.000. A US
Read moreFor 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 other
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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
Read moreDepending on the complexity of your situation you can choose one of our three Estate Planning Packages: Basic International Estate Plan $5,000 for a single person, $8,000 for a married couple Best choice for whom? What is covered? What is included? Persons with no minor children.Assets in several countries. Thorough analysis of your situation, with a special emphasis on international
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US persons have to declare foreign financial assets, foreign income and inheritances and trust distributions from abroad.
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Probate is the official process, supervised by the local district court, of winding down the estate of a deceased person and transferring the assets to the heirs and other beneficiaries. In most cases, ownership of the deceased’s assets does not pass automatically to the heirs upon death. One very important exception is joint ownership with right of survivorship, in which
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 After the initial contact, we will schedule a
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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