Monthly Archives: March 2023

Asset Protection & Estate Planning for Non-U.S. Citizens

| March 28, 2023
I have found non-U.S. citizens are often inadequately informed about the repercussions U.S. and international estate and tax laws can have on their assets and overall estate. Sometimes, when I bring up this topic with clients, they realize they have not planned sufficiently and they get stressed. I want to offer some peace of mind for those of you in this scenario: while these are complex issues, there are experts who can walk you through this process and help you put a plan in place to protect your assets and estate.

Financial Well-being: 12 Tips for Young Adults & Their Parents

| March 16, 2023
1. Put in place an advance health care directive (AHCD) when you reach the age of majority For any adult experiencing a medical crisis or even non-critical need, not having an advance health care directive in place could cause stressful, nightmarish issues for the patient and their loved ones. Due to the HIPAA Privacy Rule,