Ebook The Gringo Guide to México Estate Planning Murry E Page 9781090210463 Books
Download As PDF : The Gringo Guide to México Estate Planning Murry E Page 9781090210463 Books
How will my estate and loved ones be affected if I die in México?It is a simple question, but with complex answers. Taking the time to consider your present circumstances and plan for your passing in México will ensure that your loved ones will not be left dealing with bewildering legal matters, and that your assets and other interests are dealt with according to your wishes.This Guide offers key information and a road map that will help you as a foreign national living in México to plan your affairs and put your house in good order so that your wishes have legal force upon your death.México’s legal system is markedly different from the United States, Canada, and many European countries. Therefore, it is important for foreigners living in México to acquaint themselves with local laws and customs, and to prepare accordingly.This Guide will help you confront a number of essential matters which, in turn, will help you plan your estate in México. For example•Do you need a Mexican will, even if you have one that was prepared in another country?•What other documents should you consider preparing and signing? •What will happen to any real estate or other property you may have in México? •Have you considered appointing another person to act on your behalf (an Attorney-in-Fact), and what appointment options are available to you?•How may your legal residence status affect your estate when you die?•What is the role of your country’s consulate? •How will your next-of-kin be notified upon your passing?These are just some of the questions this Guide addresses and which will serve as a basis for important conversations with your attorneys and local Notary Public. The intent of this Guide is to stimulate action to put your affairs in order. It will help you to consider how existing intentions you have legalized abroad may be affected by living in México, and what steps you may have to consider to ensure that your wishes are legally enforceable under Mexican law.You will find this Guide is filled with helpful practical advice, check-lists, and sample relevant forms—like a sample directive to physicians, letter of instructions regarding your assets, and an organ donation form—to help you in this process.A remarkable number of foreigners living in México have never considered the impact on their loved ones and their estate if they die in México, and, for those that have, many have applied the very-Mexican manaña principle to addressing the matter.There is no better time to start planning for the inevitable than right now, and by taking action today, your loved ones will be grateful and your interests will be better served if you do so.
Ebook The Gringo Guide to México Estate Planning Murry E Page 9781090210463 Books
"Gringo Guide to Mexico
Estate Planning
By Murry Page
Publisher: Murry Page
Copyright: 2013, 2015, 2019
Too many of us wish to avoid topics surrounding death. This is generally true whether the emotional discussion with our family or the many complicated legal factors are on the table. In the US there are burial, religious, taxation, legal & financial, not overburdening our heirs in what is almost universally a time of crisis, and myriad other factors to be taken into consideration. To compound the difficulties laws vary by state.
When one is an expat of whatever kind the difficulties geometrically increase. The fact that a majority of expats here in Mexico are retirees and thus older and that we are here for a protracted period makes a more salient case for pursuing the issues discussed in this book. As Mr. page notes the laws of Mexico also become operative & “prevailâ€. This, inevitably, adds an extra dimension of uncertainty and anxiety which, in turn may increase avoidance. Of course the language gap, especially involving technical legalize can cause anxiety even in the most stalwart of us.
In the Gringo Guide…..Estate Planning, Mr. Page, a former lawyer in the border state of Texas, & currently an expat himself, has undertaken the task of informing the expat community as to the nature and idiosyncrasies of Mexican processes, in English, and how to plan for those of us here. This appears to be a 3rd edition with copyright dates of 2013, 2015, & 2019.
The book consists of mostly short chapters covering such topics as differences in Mexican vs. US laws, Medical Directives, Living Wills, Power of Attorney, Common Law & Same sex Marriage as well as others. The chapters seem to begin in a general fashion and sequentially narrow to more specificity as they proceed. If a chapter has a relevant form it is helpfully referenced.
Mr.Page is a talented writer I who seems to transform a ‘deadly’ boring subject into a flowing narrative. The book is thorough without being overly detailed. As its title suggests it is a “Guide†as opposed to intending to result in a finished product. He seems to recognize this and suggests a caveat stating it’s “not legal advice†& “you will need to have the papers completed with the aid of a Mexican Lawyer or Notario.
The book can serve as a near step-by step guide for the expat to follow. This is further advanced by a helpful set of appendices at the end which contain examples of forms to aid in gathering the necessary information that will assist in codifying one’s wishes in an acceptable legal manner. As a retired Psychologist I can lament the lack of psychological aspects, some of which I alluded to in this review. However this was not the intent of the writer nor does it detract from the helpful information provided. The book in itself should in lessen anxiety and thus willingness to proceed in pursuance of such an important step in our lives
Dr. Michael Checkoff, EdD"
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Tags : The Gringo Guide to México - Estate Planning [Murry E. Page] on . How will my estate and loved ones be affected if I die in México?It is a simple question, but with complex answers. Taking the time to consider your present circumstances and plan for your passing in México will ensure that your loved ones will not be left dealing with bewildering legal matters,Murry E. Page,The Gringo Guide to México - Estate Planning,Independently published,1090210469,Law / Estates Trusts,Travel / Mexico
The Gringo Guide to México Estate Planning Murry E Page 9781090210463 Books Reviews :
The Gringo Guide to México Estate Planning Murry E Page 9781090210463 Books Reviews
- This book is easy to read, and does what it says. It explains the concepts that expats need to consider, but does not give specific legal advice. As he mentions, laws are different in each of the 32 states, and are subject to change. But gives a good idea of what to consider and where to look for answers.
The only ding, and one that I have shared with the author, is that there is no discussion about how expat and Mexican wills interact with living trusts. I know that many of us have these. - I’ve read a few other books by Murry and like the others, this one is written in his easy to understand language that makes complex topics understandable to the average reader. There is really no other similar resource that so comprehensively and accessibly covers estate planning for foreigners in Mexico and he is an author I can trust on the subject. I felt that this book not only answered all my questions, but, more importantly, made me ask questions I had no idea I should be asking.
This book is a general primer for how the law, especially when it comes to estate planning, works in Mexico. The author makes it abundantly clear that laws differ across Mexico’s many states and that, therefore, this book is not meant to be a legal guide but a blueprint to start asking questions of professionals where you are. I consider this a strength of the book -- too many Mexico guides claim to be all-inclusive, failing to take into account the nuances of state law and local customs.
While written from a U.S. and Canadian-centric perspective, the guide is valuable to any nationality. It also covers the topics of same-sex relationships and the impact of common law marriage on estate planning in Mexico. There is something in this guide for everyone.
This blueprint covers everything, from how the Mexican legal system is generally different from that in Canada and the US to all the details of estate planning, including organ donation. As a Canadian, I appreciated the Canada-specific advice in some sections. I also really like the appendices that include a comprehensive list of the matters you need to put in order and sample documents to get you started on planning your own estate.
As a an expat in Mexico, this book has forced me to take a hard look at my own situation, especially in regards to legal residency for estate matters, and left me feeling more excited to get going on my own estate planning journey than overwhelmed because the book makes the subject feel accessible and manageable. - As a an expat in Mexico, reading this book has allowed me to look at our situations, and be better prepared for the inevitable. Our primary residence is in Mexico and probably our last home. This book is a general guide for how the law, in regards to estate planning works in Mexico. Laws differ across Mexico’s states and this book is not meant to be a legal guide. I found it to be useful, informative, and easy to understand. It's broken down by topics. In addition to estate planning, it leaves clear instructions for handling a final illness and death of a relative/friend. The writer is very knowledgeable, and communicates in such a way to get me to ask questions that I had no idea we should be asking.
I really liked the appendices that include sample documents to get you started on planning your own estate. I have already recommended this book to several friends. - Gringo Guide to Mexico
Estate Planning
By Murry Page
Publisher Murry Page
Copyright 2013, 2015, 2019
Too many of us wish to avoid topics surrounding death. This is generally true whether the emotional discussion with our family or the many complicated legal factors are on the table. In the US there are burial, religious, taxation, legal & financial, not overburdening our heirs in what is almost universally a time of crisis, and myriad other factors to be taken into consideration. To compound the difficulties laws vary by state.
When one is an expat of whatever kind the difficulties geometrically increase. The fact that a majority of expats here in Mexico are retirees and thus older and that we are here for a protracted period makes a more salient case for pursuing the issues discussed in this book. As Mr. page notes the laws of Mexico also become operative & “prevailâ€. This, inevitably, adds an extra dimension of uncertainty and anxiety which, in turn may increase avoidance. Of course the language gap, especially involving technical legalize can cause anxiety even in the most stalwart of us.
In the Gringo Guide…..Estate Planning, Mr. Page, a former lawyer in the border state of Texas, & currently an expat himself, has undertaken the task of informing the expat community as to the nature and idiosyncrasies of Mexican processes, in English, and how to plan for those of us here. This appears to be a 3rd edition with copyright dates of 2013, 2015, & 2019.
The book consists of mostly short chapters covering such topics as differences in Mexican vs. US laws, Medical Directives, Living Wills, Power of Attorney, Common Law & Same sex Marriage as well as others. The chapters seem to begin in a general fashion and sequentially narrow to more specificity as they proceed. If a chapter has a relevant form it is helpfully referenced.
Mr.Page is a talented writer I who seems to transform a ‘deadly’ boring subject into a flowing narrative. The book is thorough without being overly detailed. As its title suggests it is a “Guide†as opposed to intending to result in a finished product. He seems to recognize this and suggests a caveat stating it’s “not legal advice†& “you will need to have the papers completed with the aid of a Mexican Lawyer or Notario.
The book can serve as a near step-by step guide for the expat to follow. This is further advanced by a helpful set of appendices at the end which contain examples of forms to aid in gathering the necessary information that will assist in codifying one’s wishes in an acceptable legal manner. As a retired Psychologist I can lament the lack of psychological aspects, some of which I alluded to in this review. However this was not the intent of the writer nor does it detract from the helpful information provided. The book in itself should in lessen anxiety and thus willingness to proceed in pursuance of such an important step in our lives
Dr. Michael Checkoff, EdD - As an older resident of Mexico, I really appreciate this book. I found it to be useful, informative, and easy to understand. It's broken down by topics and includes sample forms for reference. In addition to estate planning, it leaves clear instructions for handling a final illness and death of a relative - not just the legalities, but the practicalities. I plan to use it as a guide my family, doctor, attorney and funeral home. Thank you for writing "The Gringo Guide to Mexico - Estate Planning."
