EDISON CROSS-BORDER ADVISORY · TRANSITION
Residency and Relocation Planning
Move countries with your planning already in place.
WHAT IT ACCOMPLISHES
Move countries with your planning already in place.
Relocating for work, retirement or family changes residency, tax exposure and which documents govern your affairs. We plan the legal side of a move before it happens and update the estate plan so it follows you.
THE CONTINUITY MODEL · TRANSITION
Are you prepared for the major life and business changes that inevitably come?
WHAT THE WORK TYPICALLY COVERS
- Pre-move planning review
- Residency implications for planning documents
- Updating powers of attorney and directives across borders
- Coordination with immigration and tax advisors
GO DEEPER
- 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
Move countries with your planning already in place.
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.