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.
For more information, visit the show notes at https://goldsteinongelt.com/aliya-israel-and-expat-issues/planning-for-us-estate-tax-when-married-to-non-americans
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Managing U.S. IRAs and Roth Conversions for Expats
Receiving an Unexpected Inheritance in Retirement
Managing U.S. Pension and IRA Plans from Israel
Financial Planning for Illness and Death
The Stress-Free Investment Method
How to Overcome Family Pressure in Investing
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Getting Ready Financially for Divorce
6 Strategies for Happier Investment Decisions
Moving to Israel in Retirement: Financial Planning and Practical Tips for Olim
Understanding RMDs: A Simple Explanation
The Journey to Expatriation
Don't be a DIYer: U.S. Cross-Border Investments in Israel
Tax Planning Tips for Americans Living in Israel | Reduce Tax Liabilities and Maximize Savings!
Being a Good Steward of Family Wealth
Are You in Danger of Getting Dropped by Your U.S. Investment Advisor?
One Common Myth About Receiving a Cross-Border U.S. Inheritance While Living in Israel
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