Inheritance
Whether you're receiving an inheritance or helping settle one, the financial and reporting questions that follow rarely have obvious answers — especially once a second country and currency are involved.
Why It Matters
- Inherited accounts (IRAs, brokerage accounts, property) each carry different tax treatment and distribution rules.
- Cross-border inheritances can trigger U.S. reporting requirements (like FBAR or Form 3520) that are easy to miss.
- Timing of a sale or transfer — especially real estate or foreign assets — can significantly change the tax outcome.
How We Help
- Walk through what you've inherited and what it means for your tax filings, both U.S. and cross-border.
- Help you decide whether to hold, sell, or restructure inherited assets in light of your own financial plan.
- Coordinate with your attorney and CPA so nothing falls between the cracks of estate administration.
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