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Estate Planning for Mixed Nationality Families

Optimize the global balance sheet.

Increasingly, marriages and families span international borders with different mixes of citizenships and national origins. High profile cases such as Prince Harry’s marriage to American Meghan Markle make headlines; however, even non-royal families commonly face complex international tax issues. Encountering a cross-border planning issue is no longer a rare event for many U.S. professional advisors.

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