Insight on Estate Planning

The AP&S Trusts & Estates Blog

A Last Will And Testament sitting on a desk with a pen on top of it.

Insight on Estate Planning

Do you know the differences in estate tax law for couples when both spouses are U.S. citizens vs. when one spouse is a non-U.S. citizen? Or what nonlegal document should accompany a will?

We are pleased to present the October / November 2019 Newsletter  In it, we discuss:

  • How tax law treats a spouse according to whether they’re a citizen, a noncitizen resident, or a nonresident alien,
  • Preserving family harmony by including a letter of instruction along with a will,
  • How the Tax Cuts and Jobs Act has altered the “kiddie tax,” and
  • Why it’s not good to wait too long to transfer ownership of a life insurance policy.
Posted In:

About The Author

A professional headshot of David Riedel in front of windows.

David T. Riedel

An author and frequent lecturer on estate planning, administration and taxes, David provides responsive, sympathetic and personable counsel to his varied… Read More

Back to Top