Financial & Tax Advisor for Thai Spouse

[Fore Man]

Im an elderly American married for decades to my Thai wife.  We now live in the USA but will be moving back to Thailand late this year. She is also a U.S. citizen. I will likely predecease her and want to locate a reputable financial & tax advisor in Thailand from whom she can receive expert advice on how she must handle various tax, IRA and investment issues that she will eventually have to negotiate once on her own. If anyone can post recommendations or thoughts on this topic, please do so.  Very much appreciated. 

 

 

[Etaoin Shrdlu]

My preference would be to use US-based advisors for anything to do with US taxes, investments, and estate planning.  I would not engage any individual or firm domiciled outside the US legal system for advice in these areas.

 

There are firms in the US that specialize in helping expats with these issues. Here's one: https://creativeplanning.com/international/