Our friend Alan Hazley has shared information with us (in English and Spanish) designed to answer some of the questions immigrants face when it comes to transferring their estate to their loved ones.
Non-US citizens that do not permanently reside in the US and who have assets in the US cannot take advantage of certain tax provisions available to US citizens and residents. Without proper planning immigrants that fall into the non-resident category may face a significant tax bill.
Click on the downloadable brochure to learn how to avoid this.
For more information contact Mr. Hazley via his website, www.alansagency.com, or telephone: 941 -7559791 cell 941-9623427.