EDISON CROSS-BORDER ADVISORY · TRANSITION
Cross-Border Family Planning
Planning for families whose members and assets live in different countries.
WHAT IT ACCOMPLISHES
Planning for families whose members and assets live in different countries.
Dual citizens, families with heirs abroad, and couples with different nationalities need planning that respects every jurisdiction involved. We build the family plan first, then the legal structures that carry it out on both sides of the border.
THE CONTINUITY MODEL · TRANSITION
Are you prepared for the major life and business changes that inevitably come?
WHAT THE WORK TYPICALLY COVERS
- Estate planning for dual citizens and mixed-nationality couples
- Provisions for heirs living abroad
- Guardianship and care decisions across borders
- Coordination with foreign family advisors
GO DEEPER
- Estate PlanningCreate a plan that protects your assets, reflects your wishes and provides certainty for your family.
- Cross-Border & Expatriate PlanningEstate planning for families with interests across the U.S. and Mexico.
WHO THIS IS FOR
People, not legal categories.
EDISON CROSS-BORDER ADVISORY
Helping families and businesses thrive across jurisdictions.
WHAT HAPPENS NEXT
You should never wonder what happens after you reach out.
- 01
A brief introductory conversation
A short call with our intake team to understand what is happening and what you are trying to accomplish.
- 02
Your planning consultation
A planning consultation with the attorney or advisor best suited to your situation.
- 03
Your options, explained
A clear explanation of the options available to you and our recommended path forward.
- 04
Scope, fees, and a start
If we’re the right fit, we outline the scope of work, discuss fees, and begin implementation.
NOT READY TO TALK YET?
Learn first. Education builds trust.
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NEXT STEP
Planning for families whose members and assets live in different countries.
Every family, every business, and every generation will face defining moments. Whether you’re planning ahead or responding to an unexpected challenge, we’re here to help you move forward with confidence.