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Latest / Expat Wealth - Cross-Border Financial Advice for Expats in America and Americans Abroad

65. Navigating Estate Planning: How Expats Can Avoid Unexpected Taxes | Moving to Europe with Paula Jones

What happens if you unexpectedly inherit money from a loved one while living abroad, especially when there’s no formal estate plan in place? As an American expat, both international and US tax laws can take a significant portion of your inheritance. Losing someone is hard enough, and navigating cross-border inheritance shouldn’t make it harder.

Expats should review their estate plans and those of their loved ones before moving internationally and consider how their new country of residence will interact with global regulations because US citizens and green card holders are taxed on their…

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