Spoiler Alert:

Spoiler Alert:

Estate’s Global Legacy

An immigrant soul yearning for home,
An enduring quest to reap and sow,
Crossing borders, chasing dreams that roam,
Vast opportunities gleaming in the glow.

How can I bequeath my wealth with grace?
To one who’s not a U.S. dwelling face?

A testament crafted, legally bound,
Navigating obscure paths and lanes,
Seeking guidance, professional, renowned,
Ensuring all remains free of strains.

Shall it be a trust, a vehicle secure?
Or a deferred annuity, robust and pure?

The maze of laws, complex, intricate,
Interplay of taxes, diverse and wide,
Lawyers and accountants, advocates skilful,
Crafting a plan, diligently complied.

Step by step, my legacy takes shape,
For the non-U.S. citizen’s sake.

Consider considerations, myriad they be,
From gift thresholds to estate tax relief,
Strategizing, a paramount decree,
To minimize burdens, grant welcome reprieve.

An inter vivos trust, perhaps in tandem,
With a marital deduction, a gesture candid.

A visa for the beneficiary’s ease,
To administer assets held afar,
Or an intentional defective grantor trust, to please,
A shield, safeguarding from risks that mar.

My estate shall transcend borders, sealed,
To a non-U.S. citizen, philosophy revealed.

In parting thoughts, my legacy’s embrace,
Ensuring prosperity, a seamless transition,
Investigating nations, policies in place,
To embrace the best option, without omission.

So, will and probate, trust and plan,
Securely bequeath, to a foreign-born clan.