Can a Non-U.S. Citizen Create an Estate Plan in the U.S.?


The United States has experienced a surge in immigration since 1970, and there are now approximately 45 million foreign-born people living in the United States. Some of them have become U.S. citizens, but many non-citizens live in the United States as well. In 2019 alone, approximately Continue reading

Surprise! You Can’t Easily Disinherit Your Spouse in the U.S.

Believe it or not, in the U.S. it is not easy to disinherit your spouse. But the same is not true for other family members – generally, you can use your estate plan to disinherit your brothers and sisters, your nieces and nephews, or even your very own children and grandchildren.

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When Should You Use a Stay Bonus Agreement?

Hands dropping coins

Do you have certain key employees who help make your family business a success? Keeping those employees may be essential to a successful transition of ownership and management to your children or another new owner when you retire or pass away. A “stay bonus” (also Continue reading

Kids Going Away To College? Why You Should Include Estate Planning in the Preparation

You may have been running around for weeks, getting your new college student off to school. It’s exhilarating, and your heart likely is bursting at the seams. You’re probably prouder than words can express, but you’re also a little afraid, too. How can you make sure your kid is going Continue reading

SPECIAL NEEDS TRUSTS: YOUR QUESTIONS, ANSWERED

“What are Special Needs Trusts (SNT)?”

Firstly, a trust is created when property (real estate, finances, tangible items) is managed by a person for another person’s benefit. The person managing the property is called the “trustee.” The person whose benefit it is for is called the Continue reading

Can I Make Estate Plans Without My Spouse?

The average American family has changed a great deal over the last few decades. The assumption that a couple will share finances, tax obligations, and a last name is one that does not necessarily apply in the 21st century. There are more options than ever before to keep your finances, Continue reading

Executing “Financial Powers of Attorney”​: Why It’ll Be The Best Decision You’ll Make

The wealth, property, and investments we accrue over a lifetime are often significant. While you have carefully managed your finances through the years, there may eventually come a time when you cannot handle such decisions. To plan for the likelihood that you are unable to manage Continue reading

Retirement Planning for Business Owners

For many employees, saving for retirement is usually a matter of simply participating in their employer’s 401(k) plan and perhaps opening an IRA for some extra savings.

But, when you’re the owner of a business, planning for retirement requires proactivity and strategy. It’s not just Continue reading

WHY ONLINE, “COOKIE-CUTTER” OR “CUT-AND-PASTE” ESTATE PLANNING DOCUMENTS ARE A REALLY BAD IDEA

Penny Wise and Pound Foolish

In all but the simplest scenarios, do-it-yourself estate planning is risky and can become a costly substitute for comprehensive in-person planning with a professional legal advisor. Typically, these online programs and services have significant limitations Continue reading

How You Can Build an Estate Plan that Includes Asset Protection

Much of estate planning has to do with the way a person’s assets will be distributed upon their death. But that’s only the tip of the iceberg. From smart incapacity planning to diligent probate avoidance, there is a lot that goes into crafting a comprehensive estate plan. One important Continue reading