Knowledge

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)

United States taxpayers who live abroad have limited options to save for retirement in a tax-efficient manner. Published in Expat Living, November 2020.

The recent market downturn could be a beneficial opportunity for investors. Should you be taking advantage of today's bear market? Easy 5 considerations!

Investing with taxes in mind may help you reduce the amount paid in taxes to the IRS each year and keep more of your earnings for current or future needs.