International Estate Planning
What Is International Estate Planning?
Estate planning is a complicated task on its own, and accounting for international matters doesn’t make anything easier. When you own assets or property overseas or wish to leave your estate to non-citizen relatives or those living outside of the U.S., there are important matters you should take time to consider.
Learn more about international estate planning today. Contact our team at Castro & Co. by calling (833) 227-8761 or reach out to us online.
Some of these matters include considerations such as:
- How do I prepare an international will?
- Do treaty countries impact my estate planning efforts?
- Can the federal estate tax be deferred for my non-citizen spouse?
- How can I protect my estate from unnecessary taxation before immigrating to the U.S.?
It’s OK to not know the answers to these questions or even how to begin planning your estate on an international level. You should, however, seek these answers by reaching out to an international estate planning attorney who has the qualifications and experience necessary to assist you.
At Castro & Co., our attorneys can help you with these matters as we’ve done for many clients with estates like yours or who have been in similar situations.
We can help you with international estate planning services, such as:
- International Estate Planning with Treaties
- Blocking Estate Tax Exposure (BETE) Trust
- International Wills (Situs Will vs. Domicile Hague Wills)
- Qualified Domestic Trust (QDOT)
- Pre-Immigration Estate Planning
- Offshore Asset Protection
If you want to take advantage of a consultation with one of our attorneys, we’ll take time to understand what your current international estate planning measures are (if any), what you want to achieve, and offer you options for ways that our attorneys can help you meet your goals.
If you’re ready to begin planning your estate – or rebuild your plan – contact the international estate planning attorneys at Castro & Co. by calling (833) 227-8761 or contacting us online.
"Their team provided excellent service, they were professional, very knowledgeable, attentive and provided clear advice/support for my specific situation."
The firm truly defines excellence.Skyler P.
Very great company to work with.Michael H.
For more information, watch the video of one of our international estate planning attorneys.
Why Clients Choose Castro & Co.
Clients come to Castro & Co. because they need a sophisticated approach to reaching complex international estate plan solutions. When your estate crosses international borders or accounts for non-U.S. citizens, careful consideration must be taken for domestic and international law regarding wills, trusts, estate taxes, and other complicated matters.
Most tax or estate planning attorneys you’ll find in the U.S. may be prepared to assist clients whose estates span only within U.S. borders, but ours are different at Castro & Co. not only can we help you with domestic tax planning matters like other attorneys, but we stand out among those who can provide international estate planning services. We understand the complexities involved in this area of law, and have the experience necessary to help you strive toward your goals.
Contact Castro & Co. online if you want to schedule a consultation with one of our attorneys to learn more about how we can provide a unique experience for you.
Offshore Tax ComplianceTax planning for individuals with offshore accounts in other countries. (FATCA).
Exit Tax PlanningBefore departing the U.S. it is important to know how you will be taxed upon leaving. Exit tax planning is crucial.
Pre-Residency Tax PlanningBefore moving to the U.S. make sure that you have all your financial affairs in order. We can help with this process as well.
Inheritance Tax PlanningReceived an inheritance? Our tax attorneys will help structure a tax efficient strategy that works for you.
Estate PlanningDomestic & International trusts, assistance with life planning documents and services for businesses, which include customized retirement plans.
AMT Tax PlanningOur tax attorneys will help reduce the odds that you'll owe the AMT through proper tax planning.
Experienced & Thoroughly Published Attorneys
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