Insight on Estate Planning - June/July 2014

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.

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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.

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