Insight on Estate Planning - June/July 2014

more+
less-

In This Issue:

- Adapting to the times: Estate planning focus shifts to income taxes

- International estate planning 101

- When is the optimal time to begin receiving Social Security?

- Estate Planning Pitfall: You don’t have a buy-sell agreement for your business

- Excerpt from International estate planning 101:

Many traditional estate planning strategies are based on the assumption that everyone involved is a U.S. citizen. But if you or your spouse is a noncitizen, special rules apply that require additional planning.

Generally, U.S. citizens are subject to federal gift and estate taxes on all of their assets, wherever located. But they’re also entitled to various exemptions, exclusions and deductions.

Please see full newsletter below for more information.

LOADING PDF: If there are any problems, click here to download the file.

Topics:  Estate Planning, Estate Tax, Popular

Published In: Finance & Banking Updates, International Trade Updates, Tax Updates, Wills, Trusts, & Estate Planning Updates

DISCLAIMER: Because of the generality of this update, the information provided herein may not be applicable in all situations and should not be acted upon without specific legal advice based on particular situations.

© Adler Pollock & Sheehan P.C. | Attorney Advertising

Don't miss a thing! Build a custom news brief:

Read fresh new writing on compliance, cybersecurity, Dodd-Frank, whistleblowers, social media, hiring & firing, patent reform, the NLRB, Obamacare, the SEC…

…or whatever matters the most to you. Follow authors, firms, and topics on JD Supra.

Create your news brief now - it's free and easy »