About U.S. Asset Planning

What this site is

U.S. Asset Planning publishes plain-English educational material about owning, managing, inheriting, and planning around U.S. assets when a person's life crosses international borders.

The subject is genuinely difficult. Rules written for people who live in one country apply awkwardly to people who do not. Our aim is to explain the shape of the questions clearly enough that a reader knows what to ask and who to ask.

Who publishes it

U.S. Asset Planning is published by Wealth Marketing Agency. It is not a registered investment adviser, law firm, accounting firm, or tax practice, and it does not provide advice about anyone's specific circumstances.

How the site is funded

The site is funded through guide and book sales, newsletter sponsorship, disclosed affiliate relationships, and relationships with professional firms. Any relationship that could reasonably affect how content reads is disclosed.

How we handle professional referrals

Some readers want to speak with someone. When that is the case, we may introduce a reader to an independent professional who works with U.S.-connected clients. Introductions are always optional, always secondary to the educational material, and never a substitute for the reader's own due diligence.