Bespoke resources

Podcasts & Interviews

Conversations with Thomas Dubanchet on the French tax and estate planning questions facing Americans moving to France or already living here.

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Passport To Wealth® · Arielle Rich Tucker, CFP®, EA

French Tax Residency Is Not Just a 183-Day Count

Thomas joins Arielle Rich Tucker to discuss French tax residence, U.S. living trusts, and the coordination of an estate plan before a move to France. The conversation also explores when a formal request to the French tax authorities may form part of the planning process.

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American to France · Tommy Sikes, CFP®

What to Do Before You Move to France

A conversation with Tommy Sikes about inheritance, trusts, and estate planning for Americans preparing to relocate. Thomas discusses the questions to review before the move and the importance of coordinating existing U.S. arrangements with life in France.

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American to France · Tommy Sikes, CFP®

The Truth About French Inheritance Taxes

Thomas and Tommy Sikes discuss French inheritance taxation and the estate planning questions American families should consider when France becomes part of their lives. An introduction to the issues that call for a coordinated review across both countries.

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Have questions about your own plans? Start with a diagnostic call to identify the French tax and estate planning issues that matter for your family.

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