Estate Planning for U.S. Spouses
Channel: Esquire Group
Date: 06/04/2022

One of the major challenges facing mixed-nationality couples where one spouse is a U.S. citizen is estate planning.

Because of U.S. citizen-based taxation, mixed-nationality couples often try to put assets and income in the name of the non-U.S. citizen spouse. This strategy often leaves the U.S. citizen spouse in a precarious position because:

They have no income or assets.
They may not get their fair share in the event of divorce.
They have no asset protection in the event the asset owning spouse is sued or liable for debts.
When the asset owning spouse dies, estate taxes could be levied on 100% of the couple’s assets rather than just 50%.
When the asset owning spouse dies, the U.S. citizen spouse will likely have to go through a long, tedious, and expensive probate process to get access to and control of the couple’s assets.

In his latest video, Jimmy Sexton, Founder and CEO of Esquire Group, explains U.S. estate planning strategies that can help alleviate the above issues.

Jimmy Sexton, LL.M. is the Founder & CEO of Esquire Group. He founded Esquire Group with the objective of helping and inspiring wealthy families, investors, entrepreneurs, and high-level executives obtain and gain control over and protect their wealth, via strategic wealth planning. Jimmy started his career in 2003 and continues to service an elite group of clients. In 2005 he extended services to include tax preparation, which has evolved into Esquire Group’s exclusive Concierge Tax Service. This service is offered to a limited number of clients. 


Esquire Group is not your typical international tax and wealth advisory firm; we are international business people and global citizens that strive to continue finding ways to provide value to our clients and enhance their lives, giving them peace of mind.


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