Basic Estate Planning Documents Expats Should Have
Submitted by Creveling & Creveling Private Wealth Advisory on February 6th, 2019By Peggy Creveling, CFA, and Chad Creveling, CFA
This article is for general informational purposes only and is not intended as specific legal or tax advice. Please consult your legal or tax advisor for advice relevant to your situation.
If you or someone you know has had a loved one pass away without a valid basic estate planning document such as a properly executed will, beyond the heartache of losing a loved one, you also know how difficult it was to put their affairs in order. Yet if you were to ask a group of expats, you'd likely find that a majority either have not drawn up or executed valid wills, or have not updated them to address their situation as an expat.
