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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


Digital Assets: Safeguard Your Online Legacy with Estate Planning
Digital assets are no longer a niche concern. From cloud‑stored memories to cryptocurrency portfolios, much of a person’s wealth and history now exists online. Trusts and estate plans must evolve to protect this digital footprint. By creating a comprehensive inventory, including clear provisions in legal documents, appointing a knowledgeable digital executor, and maintaining strong security practices, you can ensure these assets are preserved and distributed according to the
Jul 75 min read


Climate Change and Estate Planning: Navigating Insurance Issues, Real Estate Investments, and Beneficiary Expectations
Climate risk may feel overwhelming, but with careful planning trustees can navigate the storm. By acknowledging changing conditions, seeking expert advice and acting proactively, trustees ensure that real estate remains a source of security, not vulnerability, for generations to come.
Jul 25 min read
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