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Many Americans who used their self-directed IRAs to invest in Portuguese Golden Visa funds may have unknowingly triggered a prohibited transaction, exposing the entire account to U.S. tax and penalty risk. Investors who act before year-end can often reduce their exposure to a fraction of what it would be if discovered later in an IRS audit.

Many Americans moving to Portugal assume that simply adding a Portuguese will is enough, but uncoordinated cross-border documents often create more problems than they solve. We frequently see U.S. plans that don’t hold up once clients become non-residents, or Portuguese wills that accidentally trigger dual probate.

For American expat families in Portugal, not naming guardians for minor children can leave their care in the hands of local courts, often without relatives nearby to step in. A coordinated estate plan ensures your children are protected and cared for by the people you trust, without uncertainty or delay.