Packing Your Legacy: Estate Planning for the Global Citizen

Thinking about moving abroad? For Americans and Canadians, your estate plan doesn’t stop at the border — but the rules change as soon as you cross one. This session will unpack the key estate planning considerations before, during, and after your international move. We’ll cover how wills and trusts may (or may not) be recognized overseas, what to know about cross-border taxation, and how to protect assets in multiple countries. You’ll learn the importance of updating beneficiary designations, coordinating power of attorney documents, and understanding how local inheritance laws (including forced heirship rules) could impact your legacy. Whether you’re retiring in Portugal, working in Singapore, or spending part of the year abroad, you’ll walk away with a clear roadmap to safeguard your wealth, wishes, and loved ones — no matter where life takes you.