Thun Financial is now Creative Planning International
Providing investment management and financial planning services
to cross-border investors and Americans abroad.
Dedicated expertise to handle the challenges of living and working abroad.
Creative Planning International provides leading U.S.-based investment and financial planning services to American expatriates and non-U.S. citizens living in more than 50 countries. Our team of cross-border wealth managers and financial planners are uniquely qualified to manage the complex implications for Americans abroad of U.S. citizenship-based taxation. We also work with non-U.S. citizen expats who face complicated tax and regulation associated with cross-border investing. You’ll benefit from our planning-led approach that is focused on helping you achieve your long-term financial goals even as you live and work across borders.
We help American expatriates deal with the complexities of living abroad, helping make the right investment choices and avoid pitfalls.
We help you navigate the tricky waters of cross-border investing so you can build a financially secure future.
Key Estate Planning Concepts and Issues for U.S. Expats & Cross-Border Families
This webinar will cover complex issues regarding estate planning when Americans and mixed nationality families own assets across borders.
Topics covered will include:
- International Probate Issues
- Tax Treaties and Foreign Tax Credits
- U.S. and Foreign Gift, Estate and Inheritance Tax Issue
- Gifts/Inheritances from Foreigners
- Mixed Nationality Family Estate Planning
- Estate Planning Strategies, Tools and Their Portability
- Cross-Border Portfolio Optimization
WHEN: Tue, June 7, 2022 | 7:00-8:00 AM CDT
#1 Independent Advisory Firm
Named to Top RIA list
#1 Wealth Management Firm
"Creative Planning is at the vanguard of a profound shift in finance."
What to Consider as an American Expat Moving to Portugal Portugal offers many benefits for American expats, and it’s especially attractive because of its Non-Habitual Resident (NHR) program that offers unique tax advantages. As with any move abroad, however, it’s...
Many Americans find that years spent abroad turn out to be the most financially rewarding of their lives.
When it comes to wise and efficient investing, American expat investors should use U.S. funds and avoid using non-US mutual funds to avoid PFIC problems.
Retirement abroad has never been as popular as it is today. While longer, more active retirement years have been one reason American seniors are increasingly retiring abroad, financial considerations are also a compelling incentive. The cost of living outside the U.S....