Knowledge

When considering a cross-border financial planner or investment manager to help guide your family as a US tax-connected expat, what should you look for?

March Madness and 529s? Investing in a tax-advantaged 529 early and having the benefit of time in the market vs timing the market allowed a family to create memories.

Financial planning for expats involves assessing financial goals such as investment strategies, tax efficiency, insurance coverage, estate planning, and long-term financial security.

Losing a loved one is never easy. With thoughtful estate planning, and organization, it is possible to ease the pain for those who settle the estate.

Owning property in the US requires careful consideration of ownership structures, as there are various issues that can arise for both US and non-US taxpayers.

The high cost of long-term care is an important component of a financial plan and should not be overlooked. This is a personal story on the subject.

A spotlight on the New York property scene. We look at how prices and inventory have fared during the last couple of years and focus on developer inventory.

There have been articles in the news recently about how the ultra-wealthy have made full use of Roth individual retirement accounts (Roth IRAs)