Insight on Estate Planning

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

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.

About The Author

Adler Pollock & Sheehan