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Estate Planning

Estate planning is important for people who want to make sure their assets are equitably divided among their heirs when it’s their time to pass over. This typically involves the creation of a Last Will and Testament, a Power of Attorney and setting up trust funds. Estate planning avoids scenarios where heirs may end up in conflict as they promote each of their interests on assets that have not been distributed prior to the owner’s demise. For expert advice on estate planning, get in touch with our experts.
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Estate planning is important to avoid scenarios of family members fighting after the estate owner’s demise. It is also best to have one’s properties all laid out so as not to put the owner in a situation where indecision can cause his properties’ worth to be compromised. With the right estate planning advisor, matters can be settled as legally, profitably and peacefully as possible.

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Guides & Articles for Estate Planning

Building Your Overseas Retirement Portfolio

In your home country, you probably enjoy tax relief on the gains and contributions you make to approved pension funds. You get this relief because you pay taxes in your home country, and the government wishes to encourage retirement provision so they do not have to foot the bill for looking after you in your old age. Read More >

The Advantages of Maintaining Bank Accounts Back Home When You Become an Expat

Another thing to take into consideration is that it is infinitely easier to pay bills, handle transfers and send money in your native currency if you have bank account in that country. Foreign checks can take months to clear, which can throw financial matters (such as bill paying) into chaos if not kept current. There may also be instances where a foreign check or transfer won’t be accepted under any circumstances. Read More >

Maintain Your Credit Rating Back Home by Keeping Your Old Accounts Open

You must adapt to new culture, new surroundings, perhaps a new job and vastly different set of responsibilities and expectations. While the primary direction of most of these considerations is focused on establishing yourself in a new country, you must not forget the importance of maintaining positive relationships (both personal and financial) in your homeland in the event that you make a return. Read More >
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Compare Offshore Savings Plans

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US Expat Tax Filing

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