Resources for Americans Moving to or Living in Europe
Practical guides and checklists to help you prepare for the financial, tax, residency, and planning questions that come with building a life across borders.
Plan With Better Questions
Moving to Europe affects more than where you live. Residency, taxes, investment accounts, retirement income, property, estate planning, and reporting obligations can all intersect. These resources are designed to help you identify the questions that deserve attention before and after your move.
Residency Guides
Understand residency pathways, timing questions, documentation, and planning considerations for the country you are considering.
Italy Residency Guide for Americans
An overview of residency pathways, timing, documentation, and planning questions for Americans preparing to live in Italy.
France Residency Guide for Americans
An overview for France residency pathways, timing, documentation, and financial-planning considerations.
Spain Residency Guide for Americans
An overview of Spanish residency options, application planning, documentation, and pre-move decisions.
Spain Residency Guide for Americans
An overview of Spanish residency options, application planning, documentation, and pre-move decisions.
Portugal Residency Guide for Americans
An overview of Portuguese residency pathways, timing, documentation, and financial-planning considerations.
Tax and Wealth Guides
Explore the interaction between continuing U.S. obligations and local-country tax and financial considerations.
Italy Tax and Wealth Planning Guide
An overview of tax residency, available regimes, retirement income, investments, property, and cross-border planning questions in Italy.
France Tax and Financial Planning Guide
An overview of French tax residency, investments, retirement, property, estate considerations, and continuing U.S. obligations.
Spain Tax and Wealth Planning Guide
An overview of Spanish tax residency, reporting, investments, retirement income, property, and planning decisions.
Spain Tax and Wealth Planning Guide
An overview of Spanish tax residency, reporting, investments, retirement income, property, and planning decisions.
Portugal Tax and Wealth Planning Guide
An overview of Portuguese tax residency, investments, retirement income, property, available incentives, and continuing U.S. considerations.
Planning Checklists
Moving Abroad Checklist
A checkable planning list covering documents, banking, insurance, tax coordination, investment accounts, property, healthcare, and professional conversations.
Bring the Pieces Together
Residency, taxes, investments, retirement, and estate planning rarely operate in isolation. If you would like to discuss how these considerations connect within your own plans, choose the next step that works for you.