Estate planning around U.S. citizenship: Step one, confirm status

By Marly Peikes ( May 6, 2021, 2:08 PM EDT) -- In order to provide clients with a well-rounded estate plan, it is critical to know if your client or his or her intended beneficiaries are U.S. citizens. Citizenship is not always obvious to determine. It’s possible for a person to be a U.S. citizen without knowing it....