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International Estate Planning And Social Security Worldwide
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issues involved in international retirement and estate planning for
U.S. citizens and aliens with assets in other countries is exceedingly
complex. If you have entered these pages looking for answers I can
assure you that you are going to need competent assistance during
the planning and implementation stages.
I have written a short primer highlighting issues and concerns in multi jurisdictional estate planning. I have also been fortunate enough to obtain permission from the U.S. Social Security Administration to reproduce the primer they authored on Social Security Systems throughout the World © 1999. These articles do not seek to provide you with specific tax or legal advice. You should not use or rely on the information I have provided to solve your specific issues or concerns. These articles, as with all information contained on my web site, are subject to my disclaimer, please read it carefully! |
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For more information regarding Social Security throughout the World
For Information Regarding Social Security Payments For U.S.
Citizens And Others Residing Outside America
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I
was recently quoted in an article titled "Into Foreign Territory"
written by Alan Feigenbaum and published in the February issue of
Bloomberg wealth Manager. The article, written for Financial Planners,
provides an insight into the myriad of issues facing the advisor when
counseling foreign born and resident alien clients. Click for a copy
of the article in Adobe's .pdf format.
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To read the full and unedited report I presented to the Ganné
Family regarding the international succession planning concerns they raised
in the Los Angeles Times "Money Makeover" column published on January
25, 2000. Remember, the laws of every jurisdiction are fluid and constantly
changing. While you should not rely on this information to plan your estate,
it will provide an insight into the potential complexities of multi-jurisdictional
planning.
If you live in California or Nevada, please call 1- 800 - 444 - 2237 to arrange for a free initial consultation in the comfort of your home or office. If you live outside these areas, please contact your local FPA Chapter which should be listed in your local yellow pages, or send an E mail request for a Certified Financial Planner® licensee in your area to the Head office of the Financial Planning Association in Denver, Colorado. It is also imperative that you take the time to read my disclaimer in its entirety before contacting me on any matter.
If You are a Southern California resident and
would like to arrange a consultation
Nigel B. Taylor, CFP¨ is a Registered Representative of and offers securities products & services through Royal Alliance Associates, Inc. Member FINRA/SIPC, a registered Broker-Dealer. In this regard, this communication is strictly intended for individuals residing in the states of California and Nevada. No offers may be made or accepted from any resident outside the specific state(s) referenced. Separately, Taylor & Associates is a CA Registered Investment Adviser
CFP®, CERTIFIED FINANCIAL PLANNER™ and the CFP® flame logo are federally registered services marks of the CFP board of Standards, Inc. CO.