Planning for a Non-Citizen Spouse: Life Insurance to the Rescue

Part of a Series on Planning for Foreign Nationals

Individuals who are residents of the United States but who are not citizens (commonly referred to as “resident aliens“) are subject to the same estate and gift tax rules as U.S. citizens. However, there are two important distinctions to consider when it comes to transfers between spouses who are not both U.S. citizens.


May 2018 LTC Newsletter

LTC-Newsletter-Header-Blog

LTC in the News

The word is spreading. Major news outlets are letting the American people know the importance of long-term care planning. Are you? Here are a few recent third-party articles.


Foreign Nationals Spent $153 Billion in 2017 on U.S. Residential Real Estate: 4 Ways to Identity Them

The Foreign Nationals market is a large one if its appetite for all manner of U.S. real estate is any indication of size.

Consider that foreigners spent $153 billion in 2017 on U.S. residential real estate, or approximately 285,000 properties; this represents 10% of all of the U.S.’s existing home sales in 2017.  The majority of home purchases by foreigners were made in Florida, California, Texas, New Jersey and Arizona, by buyers from China, Canada, U.K., Mexico and India.  


May is Disability Insurance Awareness Month

Protecting Your Ability to Earn A Living

Anyone who is working and has financial obligations should consider disability insurance.


April 2018 LTC Newsletter

LTC-Newsletter-Header-Blog

LTC in the News

The word is spreading. Major news outlets are letting the American people know the importance of long-term care planning. Are you? Here are a few recent third-party articles.


Robert W. Finnegan, J.D., CLU®, Published in Trusts & Estates Magazine

We are pleased to announce that the following article by Robert W. Finnegan, J.D., CLU®, was recently published by Trusts & Estates Magazine.


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