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Estate Planning for Digital Nomads: A Comprehensive Guide
Digital nomads need more than a passport and laptop; they need a plan. Protect your global assets and loved ones with wills, trusts, powers of attorney, guardianship provisions and digital asset strategies. Learn how to navigate tax rules, manage property across borders and coordinate professionals for seamless estate planning before you move abroad.
Aug 2110 min read


Getting Your Affairs in Order Before Moving Abroad: A Step‑by‑Step Estate Planning Guide
Relocating outside the United States is an exciting and life‑changing decision. Yet before you set off, it’s important to address the estate planning and legal logistics that will keep your assets protected and your loved ones secure. Proper preparation avoids legal complications, unnecessary taxes, or family stress. Here’s a comprehensive step‑by‑step guide for getting your affairs in order before moving out of the U.S.
Jul 294 min read


Estate Planning for Non‑Citizen Spouses: Understanding Qualified Domestic Trusts (QDOTs)
In today’s global society, it’s increasingly common for a U.S. citizen to be married to a spouse who is not a U.S. citizen. While most estate planning rules assume both spouses are citizens, mixed‑citizenship couples face unique challenges. The unlimited marital deduction—a central feature of the U.S. estate tax system—does not apply automatically when assets pass to a non‑U.S. citizen spouse. To avoid immediate estate taxes on the first spouse’s death, careful planning is re
Jul 276 min read


When and Why to Update Your Estate Plan: Life Events, Tax Changes and Ongoing Maintenance
Staying on top of your estate plan is essential for protecting your family and preserving wealth. This guide explains why experts recommend reviewing your plan every three to five years or whenever a major life event occurs. Learn how marriage, divorce, births, deaths, new assets, relocation and tax law changes—including the 2026 increase of the federal estate tax exemption to $15 million
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—should trigger updates, and discover practical steps for keeping up
Jul 156 min read


Estate Planning for U.S. Expats: Protecting Assets and Heirs Across Borders
Estate planning is complicated when you live abroad but still have assets or beneficiaries in the United States. Learn how U.S. citizens and residents overseas can navigate estate and gift tax rules, update wills and trusts, coordinate with foreign laws, and avoid common cross‑border pitfalls. This guide highlights the importance of communicating with heirs and addresses new tax laws and property considerations as of August 2025
Jul 89 min read


Cross-Border Trust Planning: A Guide for Modern Trustees with International Beneficiaries
Managing a cross-border trust requires more than financial acumen—it demands legal awareness, cultural sensitivity, and logistical flexibility. The most successful trustees: Stay current on both U.S. and foreign tax obligations, Leverage local expertise when possible, Build flexibility into distribution methods and schedules, Use technology strategically and securely, Maintain open, clear communication with beneficiaries.
Jun 23 min read
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