Avoiding Costly Mistakes: Planning for U.S. Estate Tax When Married to Non-Americans

Goldstein on Gelt

Контент предоставлен Douglas Goldstein and Douglas Goldstein | CFP® | Profile Investment Services. Весь контент подкастов, включая эпизоды, графику и описания подкастов, загружается и предоставляется непосредственно компанией Douglas Goldstein and Douglas Goldstein | CFP® | Profile Investment Services или ее партнером по платформе подкастов. Если вы считаете, что кто-то использует вашу работу, защищенную авторским правом, без вашего разрешения, вы можете выполнить процедуру, описанную здесь https://ru.player.fm/legal.

29d ago 11:15

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Are you married to a non-US citizen? Make sure to protect your wealth! Estate taxes can cost you millions if you don’t plan carefully.

What can you do about it?

Give lots of gifts when you’re alive! Discover how gifting to your spouse and children during your lifetime can help mitigate estate tax burdens
Learn about the benefits of setting up a QDOT (Qualified Domestic Trust) and how it can defer estate tax, providing an income stream to your non-American spouse
Understand the importance of discussing your estate plan with professionals, and ensuring clarity to avoid potential legal disputes in the future

The insights shared in this episode could save you millions of dollars in estate tax (of course, that depends how much money you have)!

Remember, The Goldstein On Gelt Show and its host, Douglas Goldstein, are not tax advisors. Consult with your own tax professionals before making any changes.

If you're not already receiving updates on new episodes, sign up now, and as a special bonus, receive Doug's free ebook The Retirement Planning Book.

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