Moving to America

America Josh

Moving to America is the podcast for expats and future expats navigating life in the United States. Each week, host Josh Pugh — founder of AmericaJosh.com and one of Australia's most recognized voices on the American expat experience — connects with immigration professionals, fellow expats, and interesting people to answer the questions every new arrival has: how do I actually do this, what do I need to know first, and what's the story behind how you got here?

Episodes

  1. May 21

    Expert Q&A: Estate Planning for Expats in the US (Wills, Guardianship, and the $60,000 Tax Trap)

    The conversation covers the introduction to estate planning and wills, the role of an estate planning attorney, the importance of holistic estate planning, the need for separate wills for different countries, domicile and jurisdiction in estate planning, guardianship and child custody, and the process and timeframe for wills and guardianship. The conversation covers estate planning basics, the importance of a revocable living trust, estate tax and inheritance rules for non-citizens, the impact of domicile on estate planning, and the complexities of cross-border planning. It also addresses common estate planning myths and outlines the estate planning process, including the role of wills, healthcare proxies, and power of attorney documents. Takeaways Holistic estate planning is essential for a comprehensive approach to asset management and guardianship.The process of wills and guardianship can take a significant amount of time, and it is important to plan ahead for these legal matters. Understanding the importance of a revocable living trustConsiderations for estate tax and inheritance for non-citizens Chapters 00:00 Introduction to Estate Planning and Wills05:26 Do You Need Separate Wills for Different Countries?21:08 Guardianship and Child Custody28:04 The Process and Timeframe for Wills and Guardianship34:53 Estate Tax and Inheritance40:47 Guardianship and Domicile50:27 Estate Planning Myths55:35 The Estate Planning Process

    58 min

About

Moving to America is the podcast for expats and future expats navigating life in the United States. Each week, host Josh Pugh — founder of AmericaJosh.com and one of Australia's most recognized voices on the American expat experience — connects with immigration professionals, fellow expats, and interesting people to answer the questions every new arrival has: how do I actually do this, what do I need to know first, and what's the story behind how you got here?