UTILIZING A HOLISTIC APPROACH to estate planning is critical, particularly when determining how property will be distributed and the associated tax consequences. The role of advisors is to work in harmony with the client in order to understand the client’s testamentary objectives and what the client wants to accomplish with his or her wealth while alive.
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MENDOZA LIES ABOUT 600 MILES west of Buenos Aires, and the two cities could not be more different. Buenos Aires, a major port city, bustles with dozens of diverse neighborhoods. Mendoza, at almost 3,000 feet elevation, rests in the foothills of the Andes, a popular stopover for climbers on their way to 23,000-foot Mount Aconcagua, the tallest mountain in the Western and Southern hemispheres.