Complete guide
Continuity requires documents that work together
Understand the starting point
U.S. accounts, real estate and company interests may face local procedures in addition to rules in the owner’s country.
Compare the options
Beneficiary designations, wills, trusts, holdings and operating agreements are tools with different costs and effects.
Organize implementation
Multi-owner companies should define death, incapacity, exit, valuation and temporary management procedures.
Keep the structure healthy
Review the plan after family, residence, legal or material asset changes with qualified professionals in each jurisdiction.