Resource Library
Books & Guides
Covers, descriptions, formats, prices, and links shown here are placeholders until final files are supplied. Nothing on this page is a recommendation.
Free Downloads
Available by email. Educational material only.
PDF Guide
U.S. Asset Planning Starter Guide
An orientation to the categories of U.S. assets that raise cross-border questions, and the order in which people usually review them.
Checklist
U.S. Assets Abroad Checklist
A structured checklist of the account, document, and access questions to review before and after an international move.
Worksheet
U.S. Asset Inventory Worksheet
A worksheet for recording U.S. accounts, property, entities, and beneficiary designations in one place before a professional review.
Digital Guides and Workbooks
Structured workbooks for organizing information before a professional review.
Digital Workbook
U.S. Retirement Accounts Abroad: Planning Organizer
A working organizer for documenting retirement account custody, access, distributions, and beneficiary details across two countries.
Digital Workbook
Inheriting U.S. Assets From Outside the United States
A guide to the administrative sequence heirs and executors outside the United States commonly encounter.
Digital Workbook
U.S. Asset Planning for Non-U.S. Individuals
Educational material for people who are not U.S. persons but hold U.S. property, accounts, or business interests.
Digital Workbook
Ireland Planning Workbook
A country-organized workbook for readers connected to Ireland, structured around the U.S.-asset topics they review most.
Digital Workbook
Netherlands Planning Workbook
A country-organized workbook for readers connected to the Netherlands, including equity compensation and account documentation sections.
Digital Workbook
Italy Planning Workbook
A country-organized workbook for readers connected to Italy, with sections on inheritance mechanics and estate documentation.
Books
Longer-form editorial work from U.S. Asset Planning.
Book
U.S. Assets, Global Life
A book-length treatment of the questions that arise when a person's life and their U.S. assets are in different countries.
Newsletter
Keep Up With the Questions That Cross Borders
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Educational updates only. No personalized recommendations.