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Jennifer Short, JD

Estate Planning for Expatriates

If you're looking to move overseas, taxation and estate planning issues need to be considered. Escaping Uncle Sam is not as easy as hopping on a plane to a far-flung location. Americans living overseas retain financial obligations to the US government. Expatriates who live and own assets in more than one country need an estate plan that reflects their international life.

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Gregory S. DuPont, JD, CFP

Using Trusts to Hedge Against Estate and Gift Taxes

Gift and estate tax consequences can threaten this goal of sharing wealth. By crafting a comprehensive estate plan, we can address these concerns and protect high-net-worth clients from excess taxes. The following three types of trusts may assist high-net-worth clients in sharing their wealth in a tax-advantageous way.

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