In this episode of The Ameriwealth Talk Show, Karan Murugesu welcomes Estate Planning Attorney and CPA Adam D. Rubin, Esq., for a comprehensive discussion on the fundamentals of estate planning. Together, they explore the differences between wills and trusts, the consequences of dying without a will, common estate planning mistakes, beneficiary designation planning, estate tax considerations, and the essential documents every family should have in place.
The conversation also addresses a frequently overlooked topic: estate tax planning for non-U.S. citizens, including H1B visa holders, H4 spouses, and permanent residents. Adam explains how estate tax rules differ for international professionals and why proactive planning is critical.
Listeners will walk away with practical action steps and a better understanding of how estate planning fits into a comprehensive financial plan.
Guest: Adam D. Rubin, Esq., CPA
Senior Partner, Levine, Furman & Rubin
Key Topics Covered:
· Estate Planning Fundamentals
· Wills vs. Trusts
· Probate and Intestacy
· Incapacity Planning
· Beneficiary Designations
· Estate Tax Planning
· H1B and Non-Citizen Estate Tax Issues
· Essential Estate Planning Documents
· Choosing an Estate Planning Attorney
Listen now and learn how to protect the people you love and the assets you've worked hard to build.
Click here to download to Estate Planning Check it