Your US Estate Plan and Spain: What Does Not Travel
Victor Gersten, EA, CFP®, MS, MPAS™ Most Americans with real assets have an estate plan. Usually it is a revocable living trust, a pour-over will, and a set of beneficiary designations. In California it works well. Very little of that structure survives the move to...
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Leaving California for Spain: Breaking State Residency
Victor Gersten, EA, CFP®, MS, MPAS™ Moving out of California is easy. Proving you left, to California’s satisfaction, is the…
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Victor Gersten, EA, CFP®, MS, MPAS™ Every year, thousands of Americans move to Spain. Some are retiring. Some work remotely.…
Read moreWhy US Brokerages Are Closing Expat Accounts, and What to Do About It
Victor Gersten, EA, CFP®, MS, MPAS™ If your US brokerage has restricted your account because you live in Spain, the…
Read moreModelo 720: What Americans in Spain Actually Have to Declare
Victor Gersten, EA, CFP®, MS, MPAS™ Spain’s foreign asset report is narrower than most new arrivals fear. It is also…
Read moreThe PFIC Trap: Why Spanish Investment Products Punish American Investors
Victor Gersten, EA, CFP®, MS, MPAS™ Almost every American who moves to Spain opens a Spanish bank account in the…
Read moreThe US-Spain Totalization Agreement and Your Social Security
Victor Gersten, EA, CFP®, MS, MPAS™ If you are paying into the Spanish system, are you also paying into the…
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