Multi-National Planning
In today’s world, multinational planning is not just a luxury for the few. It has become a necessity for many. Citizens of the modern economy live, play, do business and own assets in more than one place. Few of us live in the same location where our parents lived, and our children are going to expand…
Read MoreExpatriation Exit Tax
Expatriation – Giving Up Your U.S. Citizenship Is a Taxing Experience Multi-national planning can include deciding choosing where you will be a citizen. Sometimes the tax grass appears greener on the other side of the proverbial fence. Jump the fence and giving up your U.S. citizenship, can trigger an Expatriation Tax. There are three tests that…
Read MoreAmwest Chinese Post Event
On August 18, 2016 at 2:00 PM I am honored to be speaking at a local Chinese Community Event promoted by AmWest Chinese Post and hosted by Annie White, who will be translating for me. I will be specifically addressing estate planning and succession issues for families that have both strong traditional values and children who have…
Read MoreMedical Directives
What is a Medical Directive? Definition: A Medical Directive is an expression exercising a person’s right to accept or decline medical treatment, even if it results in death. A Medical Directive is a powerful planning tool to make decisions concerning one’s health care personally rather than leaving it up to others. Medical Directives are typically acknowledged or…
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