A $300,000 inheritance became fully taxable the moment one family crossed a residency line they didn't even know existed. It's the kind of mistake that has nothing to do with being wealthy and everything to do with not asking the right question before moving abroad.

In this conversation, international tax attorney Christine Concepción breaks down what actually happens to a US family's estate plan, prenup, or inheritance once a move abroad is on the table. She covers how foreign tax residency can quietly attach itself to a digital nomad visa, why the US estate tax and a foreign inheritance tax are not the same system, and what happens when a marital agreement, trust, or retirement account crosses a border it was never built for.

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WHAT THIS EPISODE COVERS
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00:01 - Why estate plans don't automatically travel across borders
03:33 - The digital nomad residency trap most people miss
06:25 - Inheritance tax vs. US estate tax, explained
08:50 - When inheriting property abroad can mean losing 60% to tax
11:13 - How a wedding gift can trigger a federal filing requirement
24:22 - Forced heirship: the foreign rule that can override your wishes

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ABOUT THE GUEST
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Christine Concepción is an international tax attorney advising individuals, families, and closely held businesses on cross-border tax, estate planning, pre-immigration planning, and expatriation.

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ABOUT THE HOST
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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.

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ABOUT PASSPORT TO WEALTH®
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Passport To Wealth® is the platform for current and aspiring US expats looking for trusted, fiduciary support. We connect globally mobile Americans with expert, licensed cross-border financial advisors, tax professionals, and relocation experts who understand the financial and legal complexities of life abroad.

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RESOURCES & LINKS
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Subscribe to the newsletter: https://www.passporttowealth.com/contact
Pre-order "The Expat Money Playbook": https://www.passporttowealth.com/expat-money-playbook
Find a vetted expat financial advisor: https://www.passporttowealth.com/directory
Connect with Christine on LinkedIn: https://www.linkedin.com/in/christineaconcepcion
Visit Concepción Global: https://www.concepcionlaw.com

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STAY CONNECTED
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Facebook: https://www.facebook.com/connectedfp
Instagram: https://www.instagram.com/passporttowealthofficial
LinkedIn: https://www.linkedin.com/company/passport-to-wealth
Website: https://www.passporttowealth.com

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SUGGESTED EPISODES
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https://youtu.be/ookL4WhmeCo

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This video 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.
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#expatfinance #financialplanning #passporttowealth #estateplanning #inheritancetax