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Monthly Archives: November 2025

What U.S. residents must understand about International Inheritance laws

International Inheritance Laws: What US Residents Need to Know

By Andre O. McDonald |

Estate planning can be complicated enough when all your assets (accounts and property) and loved ones are located within one country. But for US residents with international connections, whether through property, citizenship, residency, business interests, or loved ones living abroad, it can become significantly more complex navigating international inheritance laws. Different countries have different… Read More »

Is you estate subject to state death tax?

When Is an Estate Subject to State Death Taxes?

By Andre O. McDonald |

The United States imposes a federal estate tax at death, which is based on the total value of the deceased person’s estate (everything a person owns at the time of their death) and is paid from the estate itself. In addition to the federal estate tax, some states assess their own state death tax…. Read More »

Understanding the unique challenges in estate planning for veterans

Mission Accomplished: Your Guide to Veterans’ Planning Essentials

By Andre O. McDonald |

Joining the military often sets individuals on a path that is distinctly different from pursuing higher education or entering the civilian workforce. Every year around Veterans Day, we honor the sacrifices of those who have served our country. However, we do not always pause to consider the unique experiences and challenges Veterans face when… Read More »

Estate Planning for New Parents: How to Protect Your Sweet New Baby

5 Things Every New Parent Needs to Know About Wills

By Andre O. McDonald |

Congratulations on your new baby! Becoming a parent is an incredible journey filled with joy, love, and a whole lot of sleepless nights. It is also a time when you start thinking about the future in an entirely new way. You want to ensure that your child is always protected, no matter what. While… Read More »

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