Estate Tax Concerns
for Foreign Nationals

Non-resident aliens are often best suited for this type of protection. Foreign nationals investing their money into U.S. based assets could be confronted with significant tax implications. Proper planning that begins before the individual arrives in the U.S. is key. There are several solutions to this problem. One of the best ways to combat this exposure for non-resident aliens is through the purchase of life insurance. Life insurance for foreign nationals is non-taxable and could act as a good hedge against the enormity of the estate tax. Non-resident aliens who have some connection with the United States might seek out U.S. life insurance policies to provide favorable tax treatment, flexibility, liquidity and certainty in their wealth planning.

For more information about this or another plan or if you have a question contact Andrew @ (516) 485-3311