General planning information. Family circumstances do not replace the wording of documents, titles, and current law.
Citizenship, domicile, residency, treaty status, and asset location can affect transfer taxes, marital planning, reporting, and document recognition.
People and promises to put on paper
- A noncitizen spouse may require different tax planning from a U.S.-citizen spouse even when family goals are the same.
Assets and authority to coordinate
- citizenship, residency, domicile, immigration, and treaty information
- asset locations, entity records, foreign documents, and translations
Conflict-prevention questions
- Which countries and states can tax or regulate the transfer?
- Will each document and fiduciary appointment be recognized where it must be used?
Risks to pause on
- Copying a domestic spouse plan without cross-border tax and recognition review can create costly gaps.