fbpx

Tag: estate planning

Here’s What the SECURE Act Means for Your Retirement and Estate Planning

The SECURE Act

In late 2019, far-reaching new legislation was signed into law with the intention of alleviating America’s retirement savings crisis. Called the Setting Every Community Up for Retirement (SECURE) Act, it took effect on January 1, 2020, and there are significant provisions that may impact your retirement planning.


Here are a few SECURE Act changes to know.

estate planning, retirement planning, SECURE Act

Continue reading

Cross-Border Planning: A Financial Strategy for Money Crossing Borders

globe traveling abroad

There is a new kind of wealth planning emerging; one that is essential for anyone who holds assets or has family connections in more than one country. In an increasingly globalized world, the cross-border planning strategies of the global elite are becoming essential to a greater number of families. Is your life based in more than one country? Do you have business interests in multiple countries? Are you moving to the US either temporarily or permanently? Alternatively, are you leaving the US to work overseas? Or do you plan to retire abroad? Unsurprisingly, there are special considerations – not to mention pitfalls – when money moves across borders, so cross-border wealth planning takes into account everything from currency fluctuations to tax rules, estate planning, and even to political instability.

As with all financial planning, a cross-border strategy is all about helping you keep as much of your money as possible. Even if you aren’t moving countries, you can benefit from this type of planning if you have financial interests outside of the U.S., if you have dual citizenship or if you or your spouse have foreign family members.

estate planning, money management, retirement planning, taxes

Continue reading

THERE'S NO TIME LIKE THE PRESENT

Let's Schedule a Discovery Call

We offer a complimentary "Get Acquainted" meeting to learn about your goals and see if our services are right for you. Come in for a cup of coffee and a second opinion – both are free.

Subscribe to our newsletter


© Wellacre Global Wealth Advisors 2020

WellAcre Global Wealth Advisors is a Registered Investment Adviser. Advisory services are only offered to clients or prospective clients where WellAcre Global Wealth Advisors and its representatives are properly licensed or exempt from licensure.  This website is solely for informational purposes.  Past performance is no guarantee of future returns. Investing involves risk and possible loss of principal capital. No advice may be rendered by WellAcre Global Wealth Advisors unless a client service agreement is in place.