Oct
04
Financially Navigating a Cross-Border Life
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. As a U.S. citizen married to a non-citizen, or […]
Read ArticleJan
31
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. U.S. ESTATE AND GIFT TAX TRAPS FOR NON-U.S. CITIZENS […]
Read Article