International Tax Planning for Marriage, Divorce, and Inheritance

Most people never ask what happens to their estate plan, their prenup, or their inheritance if they move to another country, and that assumption can cost families everything. This episode digs into exactly that gap. International tax attorney Christine Concepción joins Arielle to unpack how residency rules, inheritance tax, prenups, and trust structures behave differently once a US family crosses a border. ────────────────────────────────────────── CHAPTER TIMESTAMPS ────────────────────────────────────────── 00:00 - Cross-border Estate Planning: Who Needs It and Why 05:55 - US Estate Tax vs. Inheritance Tax Abroad 09:30 - How an Unplanned Inheritance Becomes Taxable in the US 12:38 - Why Your Prenup Might Not Hold Up After Moving Abroad 18:09 - Dividing Foreign Company Shares in a Divorce Settlement 26:20 - Why US Trust Structures Often Fail Once You Move Abroad ────────────────────────────────────────── ABOUT THE GUEST ────────────────────────────────────────── Christine Concepción is an international tax attorney whose practice covers cross-border tax planning, estate planning, pre-immigration planning, expatriation, FBAR compliance, and tax controversy for individuals, families, and closely held businesses. ────────────────────────────────────────── ABOUT YOUR HOST ────────────────────────────────────────── Arielle Tucker, CFP® & IRS Enrolled Agent with Connected Financial Planning, is a cross-border financial planner based in Switzerland helping Americans living abroad navigate U.S. taxes, international investments, and cross-border financial planning. ────────────────────────────────────────── LOVE THIS EPISODE? ────────────────────────────────────────── Follow the show and leave a rating on Apple Podcasts or Spotify, it's the single biggest thing you can do to help other cross-border families find this show. ────────────────────────────────────────── ABOUT PASSPORT TO WEALTH® ────────────────────────────────────────── Passport To Wealth® is the platform for current and aspiring US expats. We connect globally mobile Americans with vetted, licensed cross-border financial advisors, tax professionals, and relocation experts who understand the financial and legal complexities of life abroad. STAY CONNECTED Connect with Christine on LinkedIn: https://www.linkedin.com/in/christineaconcepcion Website: https://www.passporttowealth.com/ Instagram: https://www.instagram.com/passporttowealthofficial/ LinkedIn: https://www.linkedin.com/company/passport-to-wealth/ ────────────────────────────────────────── This episode is for educational purposes only and does not constitute tax, legal, or financial advice. Individual circumstances vary. Consult a qualified cross-border financial professional before making any financial or tax decisions. Mentioned in this episode: Pre-order "The Expat Money Playbook" Passport to Wealth is a proud member of the SwissCast Network Discover more podcasts for English-speaking Switzerland SwissCast Network Find your cross-border expert on the Passport To Wealth™ directory Pre-order "The Expat Money Playbook" Click here to subscribe to our newsletter