Welcome to the Swiss American Wealth Advisors Financial Education Video Library! This is a free educational resource designed to help individuals and families with US and Swiss ties understand how to navigate their US/Swiss crossborder financial planning needs. What is US/Swiss crossborder financial planning? If you are an individual or family with US and Swiss financial ties, either because you are Swiss living in or relocating to the USA, American living in or relocating to Switzerland, the owner
I am a beneficiary of a US trust and live in Switzerland. Now what?
You are a US citizen, and you live in Switzerland. You just learned that you have been named beneficiary of a US trust. Congratulations! You are happy to be entitled to trust distributions, but you are also worried about the consequences. What are the US and Swiss implications? You wonder…. Let’s start from the beginning. What is a trust? A trust is a legal vehicle by which a party, the