Thun Financial and Reilly Financial Advisors are now Creative Planning International.
Providing investment management and financial planning services
to cross-border investors and Americans abroad.
3 Tips for Navigating the Tax Impact of Inheriting Money as an Expat It’s difficult enough to navigate the challenging tax and investment minefields that often occur when you’re an American citizen living overseas, yet receiving an inheritance as an expat can add a...
A Quick-Reference Guide Based on Country of Residence If you receive an inheritance as an American citizen living overseas, you’ll need to navigate any estate or inheritance taxes imposed by your country of residence. The following table provides insight to help you...
A United States expat family, a U.S. person married to a noncitizen spouse, a non-U.S. person investing in the United States, and other cross-border families will need to have an investment plan that is correctly in sync with a tailored cross-border estate plan....
Philanthropy can play a rewarding role in the lives of Americans abroad who wish to share some of their success to impact their new home.
Inheriting from the U.S. while Living Abroad: Gift or Gotcha? This article addresses a common but poorly understood U.S. expat scenario. What happens if someone in the U.S. dies and leaves me an inheritance while I am living abroad? Will I owe tax in the foreign...
Creative Planning International recognizes that there are many couples who are not heterosexual and/or heteronormative; however, in this article, we have chosen to use heterosexual terminology throughout because the husband/wife, she/her and he/him pairings allow for...
Peter Mallouk
President & CEO, Creative Planning
Providing financial peace of mind across the globe
Combined assets under management & advisement as of December 31, 2022