by Creative Planning | Jul 9, 2021 | Cross-Border Investing, U.S. Account Maintenance
Wells Fargo Closes Accounts for Americans Abroad – Creative Planning Can Provide an Alternative Wells Fargo has announced that it is closing accounts for non-U.S. residents, including the accounts of their many American expat clients. Creative Planning has assisted...
by ScaleWP Team | Jul 9, 2021 | Financial Planning, Risk Management & Asset Protection
Don’t Let These Risks Threaten Your Savings You’ve worked long and hard to accumulate your nest egg, and it has grown to a size that would be difficult, if not impossible, to replace. From market drops to lawsuits, there are many risks that can threaten your savings....
by ScaleWP Team | Jul 8, 2021 | Financial Planning, Pilots
One Thing Worth Spending Money On I’ll be the first to admit it: I’m thrifty. I hate spending money on things I can do myself. Thanks to YouTube videos, I’ve learned to replace toilets, cook gourmet meals and do countless other things that I used to pay other people...
by ScaleWP Team | Jul 1, 2021 | Estate Planning & Trusts, Taxes
An Estate Planning Strategy for Married Couples In 2021, the federal estate and gift tax exemption allows each individual to gift up to $11.7 million free of federal estate and gift tax. Gifts in excess of this amount, other than those made to spouses or charities,...
