Dynasty Estate Planning
Expatriation 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 MoreTypes of Trusts
Types of Trusts. Defining a Trust is just the beginning. There are many varieties and types of Trusts. Designing an effective structure requires an understanding of what the materials and the tools the shape them can do. This is a simply overview of some of the most common types of Trust: Testamentary Trust. A Testamentary…
Read MoreTo Tell or Not to Tell Your Children About Your Estate
To tell or not to tell your children, are they ready? What should you tell your children about your estate? How much do you tell them about your personal or business finances? How much do they need to know? How much of it is simply none-of-their-business? These are questions we hear often. Parents want guidance…
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