Estate Planning

As part of our service, we offer an extensive referral network of qualified estate planning attorneys, from which we recommend those we believe will be the most appropriate for your situation.

Proper estate planning can vastly increase the after-tax wealth left to heirs. Coordinating with estate attorneys, we help guide clients throughout the process. Our goal is to minimize the various taxes triggered at death and assure that assets end up in the hands of those intended by the client. We assist both U.S. citizens and non-U.S.-persons with strategies to minimize their U.S. estate tax obligations.

A United States expat family, a U.S. person married to a non-citizen spouse, a non-U.S. person investing in the United States, and other cross-border families should have an investment plan that is tailored to an overall cross-border estate plan. Correctly tailoring that cross-border estate plan will require coordination with legal and tax experts in both jurisdictions.