Oct
04

Financially Navigating a Cross-Border Life

posted on October 4th 2017 in WorthPointe News with 0 Comments

As a U.S. citizen married to a non-citizen, or vice versa, you and your spouse may find yourselves asking big questions when it comes to estate planning and understanding the complexity of your financial picture. You’re not alone; it’s common for cross-border executives and their families to struggle with navigating tax law and regulatory restrictions. […]

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Jan
31

U.S. Estate and Gift Tax Traps for Non-U.S. Citizens

posted on January 31st 2014 in Austin CFP Team Posts & Your Financial Advisor with 0 Comments

U.S. Estate and Gift Tax Traps for Non-U.S. Citizens

U.S. ESTATE AND GIFT TAX TRAPS FOR NON-U.S. CITIZENS As a full-service wealth management advisory firm, WorthPointe advisors weigh in on issues like the ones noted in this article during the planning process. Those who have these one-off challenges would be better served to speak with a local tax lawyer to gain the required advice. […]

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