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Estate Planning on the Move: How Travel and Mobility Exposes Gaps
What Happens If Something Goes Wrong While Traveling?
You may be prepared for the ordinary inconveniences of travel without considering the more serious possibilities. It is easy to imagine a missed connection or a lost bag and how you would deal with these common traveler snafus. But a serious injury, financialscam, or emergency that leaves you unavailable and unreachable, however briefly, is an entirely different story. Your bags are meticulously packed, and your itinerary is planned down to the last detail. Read more to learn if your estate plan is just as carefully travel-proofed.
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Crossing Borders: When Your Estate Plan Does Not Travel with You
You do not need to consider yourself a global citizen or even spend most of your time outside the US to have an international footprint and cross-border exposure. Your domestic estate plan may run into a different set of legal and administrative considerations abroad. Read more to discover if you fit one or more of the following profiles.
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Locked Out: Why Travel Can Expose the Weakest Part of Your Estate Plan
Security features such as biometrics, multifactor authentication (MFA), and encryption may work perfectly to keep bad actors out. But in a crisis, they can leave account holders and decision-makers on the outside. Read more to learn that travel can magnify the problem by separating you from the devices, documents, people, and places you normally rely on to access important information.
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MEREDITH | PC
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This newsletter is for informational purposes only and is not intended to be construed as written advice about a Federal tax matter. Readers should consult with their own professional advisors to evaluate or pursue tax, accounting, financial, or legal planning strategies.
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