Estate Planning for the Non-U.S. Citizen

If you are a not a U.S. citizen or if your spouse is not a U.S. citizen, planning your estate becomes much more complicated.

Here are some important facts:

* Non-U.S. Citizens cannot benefit from the U.S. tax laws in the same way a U.S. resident couple can.

* Choosing a non U.S. citizen as a potential guardian might require additional drafting and far more “what if” considerations.

* Money held overseas and or in the States might require different trustees.

* A Non-U.S. resident might also find it very valuable to nominate a temporary guardian for their children until their international family arrives.

If you are interested in seeing the rest of this memo please do not hesitate to give me a call.