As global mobility becomes increasingly common, more U.S. families are expanding to include members who permanently live outside the country.
- On Tax & Estate Planning
- On Tax & Estate Planning
Families are embracing the opportunities that come with global mobility, leading more Americans to explore their options overseas. But a move abroad can be a more complicated adventure for U.S. citizens compared to noncitizens.
- On Tax & Estate Planning
Wealth planning can be fluid and complex, and retirement savings programs can provide advantages at different points in a taxpayer’s life.
- On Tax & Estate Planning
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.
- On Tax & Estate Planning
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.
- On Tax & Estate Planning
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.