Kathryn Wakefield

Kathryn Wakefield

Kathryn Wakefield is director of advanced sales for MassMutual.

Some tax and property advantages for married couples don’t apply if one is a non-U.S. citizen.
Many expats are unaware that any U.S. insurance they own, particularly permanent life insurance, may not be treated the same, tax-wise, as it would be if they still lived in the United States.
There are documents that should be properly prepared and questions that should be addressed ahead of time when it comes to a business’s future.
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