Key Estate Planning Concepts and Issues for U.S. Expats & Cross-Border Families
Tue, Sep 24, 2019 7:00 AM CDT

R. Stanton Farmer, CFP® of Thun Financial Advisors presents on the complex issues regarding estate planning when Americans and mixed nationality families own assets across borders. This webinar will help Americans abroad understand these complexities from a financial planning perspective by covering:

  • International Probate Issues
  • U.S. and Foreign Gift, Estate and Inheritance Tax Issues
  • Tax Treaties and Foreign Tax Credits
  • Gifts/Inheritances from Foreigners
  • Mixed Nationality Family Estate Planning
  • Estate Planning Strategies, Tools and Their Portability
  • Cross-Border Portfolio Optimization

US Brokers Closing American Expat Accounts Webinar
Tue, Oct 15, 2019 7:00 AM CDT

Americans abroad are being informed by U.S. banks and brokerage firms with increasing frequency that their accounts have been restricted or even closed due to their status as non-U.S. residents. This webinar suggests strategies to overcome this limitation and tips on successful expat investing and financial planning. Topics Covered Include:

  • New brokerage account restrictions for American expats
  • Non-U.S. residents and mutual funds
  • EU restrictions on U.S. mutual funds and ETF
  • Using a U.S. address abroad vs using a local address
  • Successful expat investing

Whether advising Americans abroad or expats in the United States, we provide an integrated service that encompasses:

American Expat Investment Guide

Download American Expat Investment Guide

This report identifies key issues that confront almost all expatriate Americans when it comes to investing and managing their finances.

Topics addressed include:

  • Where to maintain banking and investment accounts
  • Currency exposure and global investing
  • Implications of FATCA (Foreign Account Tax Compliance Act)
  • Portfolio construction
  • Retirement planning
  • Cross-border families
  • Finding the right investment advice


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