Topic Hubs
U.S. Asset Topics
Each hub organizes a pillar page, related articles, country content, and relevant guides for one category of U.S. asset.
Retirement Accounts
How 401(k)s, IRAs, and employer plans are held, accessed, and reported when the account owner lives outside the United States.
Brokerage Accounts
Custody, fund availability, reporting, and account maintenance questions for U.S. brokerage accounts held by people living abroad.
U.S. Real Estate
Owning, renting, selling, or inheriting U.S. property while living in another country, including titling and reporting questions.
Social Security Abroad
Claiming, receiving, and reporting U.S. Social Security benefits while living outside the United States.
U.S. Estate Tax
How the U.S. estate tax system applies to U.S.-situated assets, and why the analysis differs for U.S. and non-U.S. individuals.
Inherited U.S. Assets
What heirs and executors outside the United States encounter when a U.S. account, property, or business interest passes to them.
Beneficiaries and Estate Planning
Beneficiary designations, wills, trusts, and how U.S. documents interact with the inheritance rules of another country.
Stock Compensation
RSUs, options, and employee stock purchase plans when the employee works, vests, or exercises across more than one country.
U.S. Business Interests
Ownership of U.S. entities, partnership interests, and closely held businesses by owners living outside the United States.
Banking, Currency, and Liquidity
Maintaining U.S. banking access, moving money between systems, and planning for currency exposure across two economies.
U.S. Assets Owned by Non-U.S. Individuals
Educational material for people who are not U.S. persons but hold U.S. property, accounts, or business interests.
Coordinating Professionals
How advice, tax, and legal work in two countries fit together, and what to prepare before those conversations begin.
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