Estate Planning and Wealth Preservation for Non-U.S. Residents

International citizens who have family members and assets in the U.S. have a range of issues to consider when undertaking estate planning. Residency requirements, tax concerns, foreign-source income investing and pre-immigration planning for wealth and assets often require a team approach to planning and compliance.

We have several financial advisors who focus on the unique needs of non-citizens and individuals and families who plan to move to the U.S. The use of trusts and insurance can help create protection and more-favorable tax situations.

Employing these types of strategies requires care, privacy and service. Our team approach means that you will have full-time access to caring professionals who can help create and execute your plans.

Our multi-lingual staff understands the importance of considering each client’s specific situation and developing a customized, holistic approach that will help them meet their goals. We also work closely with existing advisors and often serve in a quarterback role to ensure that your goals are met.

 

Changes in tax laws may occur at any time and could have a substantial impact upon each person’s individual situation. While we are familiar with the tax provisions of the issues presented herein, as financial advisors of RJFS we are not qualified to render advice on tax or legal matters. You should discuss tax or legal matters with the appropriate professional.

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