Estate planning
Inheritance cost
Estimates what it costs to pass wealth on: ITCMD and probate in Brazil and U.S. estate tax, under each Brazilian state’s law. Available in Portuguese.
Resources
Wealth in perspective.
Calculators
Estate planning
U.S. estate tax
What the U.S. estate tax takes from someone who is neither a U.S. citizen nor a resident and holds U.S. stocks, ETFs or real estate. Available in Portuguese.
Articles
Protection
You probably don’t need whole life insurance
If you are a physician, losing the ability to work may be a bigger financial risk than dying young. Not everyone who needs life insurance needs whole life.
Investments
Diversifying across managers is not diversifying risk
Many of the people I talk to have already split their wealth among three, four, sometimes six institutions. It is a legitimate precaution, and it solves a real problem: depending on just one.
Estate planning
Heirs in two countries
Passing on wealth is the only financial event that happens exactly once, and always at the worst possible moment to discover that something was missing.
These articles are general. Your case is not.
Every family’s wealth combines currency, jurisdiction, liquidity and family in its own way. The conversation starts with understanding yours.
Let’s talk