Pre-immigration estate planning

Estate planning is essential for foreign nationals who are or will become subject to estate or gift taxation by the United States. The nature and extent of pre-immigration estate planning will depend upon whether the foreign national will reside in

Benefits of an IRA Trust

If you have assets valued at $100,000 or more in an IRA or retirement account, then you should consider setting up a special type of trust that’s designed to be the beneficiary of your IRA for the following reasons: Stretch