Skip to main content

Creveling & Creveling Private Wealth Advisory

  • Home
  • About
    • Overview
    • Firm Principals
    • Our Clients
    • Our Approach
    • Affiliations
  • How We Help
    • Services
    • Investment Philosophy
    • Compensation Structure
  • Media
  • Blog
  • Contact

    You are here

  1. Home
  2. Archived Blog
  3. February 2019

February 2019

Basic Estate Planning Documents Expats Should Have

Submitted by Creveling & Creveling Private Wealth Advisory on February 6th, 2019

By 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.

  • Read more


subscribe to blog by email

Recent Blog Posts

  • Top Expat Portfolio Mistakes and How to Avoid Them
  • Financial Resolutions to Help Expats Enjoy 2021
  • Holiday Gifts for Expats and Global Citizens: 10 Great Books from 2020

Search

 

subscribe via rss

Categories

  • American expat financial planning (1)
  • American expat investment advice (2)
  • American expat Solo 401(k) (1)
  • American expat tax planning (6)
  • buying overseas property (1)
  • expat investment (6)
  • expat tax planning (1)
  • Financial Resolutions (1)
  • Gifts (1)
  • offshore broker safety (1)
  • offshore investments (1)
  • taxes (2)
  • Thailand RMF LTF (1)

Archived Blog

  • February 2021 (1)
  • January 2021 (1)
  • December 2020 (1)
  • November 2020 (1)
  • September 2020 (2)
  • August 2020 (1)
  • July 2020 (1)
  • June 2020 (1)
  • May 2020 (1)
  • April 2020 (1)
  • March 2020 (1)
  • February 2020 (1)
  •  
  • 1 of 7
  • ››

 


Subscribe to Our Newsletter

Download our "The Household CFO: A Financial Guide to Expat Spouses" eBook

Download our "Preparing for Your Expat Life" Worksheet

Download our "Form CRS"

Sukhumvit Soi 30
Khlong Toey, Bangkok
10110 Thailand

info@crevelingandcreveling.com

Disclosure | Client Privacy Policy

© 2021 Creveling & Creveling Private Wealth Advisory. All rights reserved.

Website Design For Financial Services Professionals