International Estate Planning Individuals

International Estate Planning

Planning for Your Family’s Future Across Foreign Borders

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.

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 experienced 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:

If you want to take advantage of a consultation with one of our attorneys, we’ll take time to understand what your current 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.

Our Other Services

  • AMT Tax Planning

    Our tax attorneys will help reduce the odds that you'll owe the AMT through proper tax planning.

  • Estate Planning

    Domestic & International trusts, assistance with life planning documents and services for businesses, which include customized retirement plans.

  • Inheritance Tax Planning

    Received an inheritance? Our tax attorneys will help structure a tax efficient strategy that works for you.

  • Pre-Residency Tax Planning

    Before moving to the U.S. make sure that you have all your financial affairs in order. We can help with this process as well.

  • Exit Tax Planning

    Before departing the U.S. it is important to know how you will be taxed upon leaving. Exit tax planning is crucial.

  • Offshore Tax Compliance

    Tax planning for individuals with offshore accounts in other countries. (FATCA).

Want to Know More?

For more information, watch the video of one of our international estate planning attorneys.

  • ABC News
  • CBS News
  • U.S. News & World Report
  • The Wall Street Journal
  • International Bar Association
  • Bloomberg Business
  • SMSF Adviser
  • The Sydney Morning Herald
  • Tax Analysts

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.

Testimonials

    The firm truly defines excellence.

    “Professional and easily accessible, Castro & Co was an absolute pleasure to work with. They offered up timely, insightful counsel to our agency and were extremely responsive. The firm truly defines ex ...”

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    Very great company to work with.

    “Very great company to work with. Everyone involved is easy to get along with and understand all your needs. If you choose to do business with Castro & Co, the company will not disappoint you.”

    - Michael H.
    I know I can trust Castro.

    “Other companies don't compare to this one. I know I can trust Castro. When I had questions, they were answered immediately. I'm very happy that I have Castro handling my taxes.”

    - Linda S.
    Their knowledge of tax law and especially international tax situations is the best I have found

    “Their knowledge of tax law and especially international tax situations is the best I have found and have saved several thousand on domestic income as well.”

    - Roger R.
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