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Educational Materials for Expats

Wind of Change – Will Portugal’s Struggle with its NHR Program’s Success Lead to Immigration Reform?

Wind of Change – Will Portugal’s Struggle with its NHR Program’s Success Lead to Immigration Reform?

Heading into 2023, U.S. expat (and other country expat) immigration to Portugal was on an absolute tear.  Over the past several years, Portugal has morphed from a popular choice for British retirees (pensioners) to retire and live in or near the southern coastal region of the Algarve into a country whose resort and urban areas have all been infiltrated by a massive influx of foreign immigrants, both working and retired.

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Napoleon vs Your Wealth: What Expats in Europe Need to Know About EU Directive 650/2012

Napoleon vs Your Wealth: What Expats in Europe Need to Know About EU Directive 650/2012

In Europe, succession planning can be a very different concept than what Americans are used to at home. In the U.S., we are almost entirely free to dispose of our estates as we please. This includes the ability to transfer everything to a friend, a trust, or to a charity upon death. In European countries apply a range of forced heirship rules, aimed at protecting specific heirs (usually children and blood relatives). 

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What is the Best Brokerage for Expats?

What is the Best Brokerage for Expats?

One of the challenges for expats that leave the United States and want to invest elsewhere is that the traditional investment options available to them may not be able to be purchased. As a result, there are some custodians in our experience that are more friendly than others. Some expats believe that they can just use a P.O. Box or a friend’s address, but in many cases, it is not that simple!

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