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.
Tyler Scott CFA CFP©, one of our longest-serving Wealth Architects, has been helping Silicon Valley leaders navigate the ins and outs of their executive stock compensation plans for two decades. These plans can be sprawling and nuanced, so we asked Tyler to be part of this Q&A and share some insights he has gleaned from his work in this area, specifically regarding the financial and psychological factors at play when navigating concentrated financial wealth.