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Estate Planning for a Second Marriage
If you are preparing for a second marriage or are recently remarried, or if you are about to get married for the first time to someone who has been married in the past, updating your estate plan should be a top priority. In some states, a second marriage automatically...
What You Need to Know if You are a Foreigner with Real Estate in New York
“Manhattan condos are the new Swiss bank accounts.” A couple of years ago, Business Insider published an article discussing the large number of Manhattan residences owned by foreign nationals, and this was one of the key takeaways. But, what exactly is this supposed...
How To Protect Your Offshore Bank Accounts
Do you have an offshore bank account? If the answer is yes, you could be one of 8.7 million Americans living abroad. Or, you might have decided to move cash out of the US to diversify and protect your portfolio. An offshore bank account can have many benefits, such...
The 2016 U.S. Presidential Candidates’ Positions on Estate and Gift Taxes (and What They Mean for You)
With Election Day 2016 fast approaching, the candidates – Hillary Clinton (D), Donald Trump (R), and Gary Johnson (L) – are continuing their respective pushes to win votes at the polls. While certain issues, such as immigration reform and healthcare spending, have...
Estate Planning for US Citizens Living in Canada
For US expats living in Canada, as either permanent residents or dual citizens, careful estate planning takes on heightened importance. We say this with some reservation – because everyone should have a comprehensive and up-to-date estate plan – but the reality is...
Is Your Bitcoin Wallet Covered By Your Estate Plan?
What happens to your bitcoins when you die? For digital currency investors, digital nomads, and others who rely on digital currency in their daily lives, this is an important question. We’re all familiar with the benefits of bitcoin – privacy, security, and the...
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