Financial Planning for Global Living: Go Beyond Cross-Border Tax and Legal Complexity to Location Independence, Financial Freedom and True Life Satisfaction

Financial Planning for Global Living: Go Beyond Cross-Border Tax and Legal Complexity to Location Independence, Financial Freedom and True Life Satisfaction

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Product Details

ISBN-13: 9780999257913
Publisher: Make Your Mark Global
Publication date: 03/09/2018
Pages: 280
Sales rank: 859,371
Product dimensions: 6.00(w) x 9.00(h) x 0.59(d)

About the Author

JENNIFER A. PATTERSON has lived overseas over half her life, thanks to her cross-cultural marriage. An industry veteran with the usual letters after her name and a recognized pioneer in cross-border wealth and life design, Jennifer is the founder of Patterson Partners Ltd., an independent financial advisory firm specializing in cross-border tax and financial planning that is known as "the "secret advantage" to families with U.S. connections. She is also the founder of the Global Institute for Life and Wealth. Meet her at www.crossborderliving.com.

Table of Contents

Foreword

Epigraph

What is Financial Planning for Global Living?

Introduction

SECTION ONE: Your Life + Wealth

1. Life in the Global Village

2. Personal Financial Planning in the Global Village

3. A Model and Methodology for Modern Cross-Border Living

SECTION TWO: Build Your Cross-Border Life + Wealth Achievement Plan

4. Inventory Your Assets

5. Life Design

6. Understand Your Tax Filter

7. Cash Design

8. Financial Capital

9. Protect the Plan

SECTION THREE: Cross-Border Life + Wealth Tactics, Tools and Traps

10. Cross-Border Life + Wealth Mindset

11. Cross-Border Life + Wealth Information Management

12. U.S. Income & Estate Taxation of U.S. Citizens and Residents

13. Employee Benefits and Retirement Plans

14. Wealth Transfer and Legacy

15. Cross-Border Divorce

16. Cross-Border Entrepreneurs

Conclusion: Your World

End Note: A Manifesto for Cross-Border Couples

About the Author

Resources

Chapter Notes

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