Everyone needs to do some estate planning; however, appropriate methods and plans are often quite different. The focus of this article is the sometimes-unnecessary use of a bypass trust also called a Credit Shelter Trust.

There are many options for systematic giving and the creation of your long-term legacy goals.

The death of any person with cross border assets and family members is especially challenging. Understanding worldwide inheritance laws and taxes is key in determining the right course of action.

If you are a US person living abroad or have a US spouse, have a green card or even invest within the US, there are considerable tax and cross border planning issues to consider.

Estate planning always has one common goal: to thoughtfully and carefully transfer wealth to the people most important you in a way that enhances their lives and fulfills your wishes for them.

Philanthropy can be a fulfilling way to enrich a sense of purpose in life and it’s only natural that expats would want to support charitable and educational causes in the country they’ve chosen to live.