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

  • May 9 2024
  • Length: 11 mins
  • Podcast
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Avoiding Costly Mistakes: Planning for U.S. Estate Tax When Married to Non-Americans

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  • Summary

  • 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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