Back to Estate Planning Insights Expanding Your Estate Planning Toolbox With SLATs Judith Gordon March 9, 2021
Meet The Author Judith Gordon Client Advisory Judy is a Principal based in the Silicon Valley office. She provides consulting advice for private clients and advisors on estate planning, wealth-transfer strategies, trust... Learn More
Estate Planning Which Is Better-A Will or Revocable Trust?A common decision when creating an estate plan is whether to use a will or a revocable living trust. There is a lot of confusion…
Estate Planning What Is New York’s Estate Tax Cliff?As part of Tax Cuts and Jobs Act of 2017, the U.S. federal estate tax exemption amount increased to approximately $12.92 million per individual or…
Cross-Border Planning Receiving an Inheritance From Abroad: Special Considerations for U.S. TaxpayersIt is increasingly common for individuals living in the United States or U.S. citizens living abroad to receive an inheritance from a non-U.S. person (for…
Cross-Border Planning Guide to Financial Planning for Non-U.S. Citizens Living in the United StatesThose living (or soon to be living) in the United States on a green card or U.S employment visa face many financial, tax and legal…
Cross-Border Planning Top 12 Financial Planning Issues for American Citizens Living in the United KingdomAmerican citizens living in the United Kingdom face a complex interaction between U.S. and U.K. tax laws when it comes to their investments and retirement…