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Tax planning and estate planning

supervicki

Hi, my husband is a US citizen and I'm Brazilian and we both live here in Brazil and have no immediate intention to move.


We are wondering if anyone here can recommend a tax  /wealth management planner in the US who could help us with estate /tax planning. His assets are mainly IRA's/ bank accounts and stocks (no property) and we know that tax burdens for inheritance  to non citizen/non resident spouses can be super high) . Anyone here could recommend a US advisor? Thanks

See also

The tax system in BrazilBrazil new Tax law for 2024 for resident and CitizensSimple Question - Are US Social Security funds taxed in Brazil?Another tax question…Tax Progressivity and Inequality in Brazil
Chambo34

@supervicki

Hi Vicki,

My Brazilian wife and I split time between Chino, California and Vila Velha, ES. I have a tax guy (Carlos Moran, 909-910-3524, carlos@chinoetax.com) and an estate planner (Will Fetter, 714-602-9540, Will.Fetter@edwardjones.com). Please let them know that I recommended them if you contact them. Boa sorte!

supervicki

@Chambo34

Thanks a lot!