Wealth planning can be fluid and complex, and retirement savings programs can provide advantages at different points in a taxpayer’s life.

The sunset of the estate tax exemption may seem far off, but the decisions you make now could mean the difference in thousands or even millions for your family later.

By taking a long-term approach and using trusts, the non-U.S. members of a global family can meaningfully reduce the tax burden of their American family members and help maximize family wealth.

For couples of mixed citizenship — where one partner is a U.S. citizen and the other a citizen of another country — their tax burden can get complicated and expensive without the right planning.