
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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The Beckham Law in 2026: What Americans Moving to Spain Actually Need to Know
Victor Gersten, EA, CFP®, MS, MPAS™ Spain’s impatriate regime can cut your Spanish tax bill sharply. For a US citizen,…
Read moreThe Roth IRA in Spain: What Americans Get Wrong Before They Move
Victor Gersten, EA, CFP®, MS, MPAS™ Spain is not obliged to honor a tax break that exists only in US…
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Victor Gersten, EA, CFP®, MS, MPAS™ Medicare generally does not pay for health care you receive outside the United States.…
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Victor Gersten, EA, CFP®, MS, MPAS™ Most of what goes wrong financially in an American’s first year in Spain is…
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Victor Gersten, EA, CFP®, MS, MPAS™ An American who retires in Europe does not simply move an existing portfolio across…
Read moreFEIE or Foreign Tax Credit: Which One Should You Use?
Victor Gersten, EA, CFP®, MS, MPAS™ The United States taxes its citizens on worldwide income, wherever they live. Spain taxes…
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