Cross-Border Advisory

  Guidance for individuals and families managing responsibilities across multiple countries.

• Clarifying property, inheritance, and tax considerations across jurisdictions
• Reviewing planning issues that arise when assets or family members span borders
• Explaining key concepts in clear, straightforward language
• Helping you make informed decisions with confidence

  A practical review to help you understand the status of your existing documents. Price: $99–$279

• Reviewing trust setup and beneficiary designations
• Identifying gaps and inconsistencies
• Highlighting areas that may need attention or updates
• Providing explanations in simple, neutral, non‑technical language

 A flexible tool for organizing assets and ensuring your wishes are carried out smoothly.

• Structuring single‑asset, multi‑asset, or multi‑beneficiary trusts
• Helping avoid probate and streamline asset transfer
• Explaining how each trust option supports long‑term planning
• Offering a clear framework tailored to your family’s needs

 A structured approach to long‑term giving that aligns with your intentions.

• Designing the trust structure based on your goals
• Outlining relevant tax considerations and requirements
• Establishing a transparent, sustainable framework
• Ensuring your charitable plans are carried out consistently

  A straightforward way to provide financial protection for those who depend on you. Starting at: $24.99/month

• Reviewing available policy types and coverage options
• Explaining key features in clear, neutral terms
• Helping you understand how insurance fits into your planning
• Focusing on suitability rather than product promotion

  Planning for stable, predictable income in later years.

• Explaining fixed and indexed annuity structures
• Discussing how each option supports long‑term security
• Outlining how different products align with risk preferences
• Helping you understand choices in a practical, balanced way