estate-planning Avoiding US Estate Tax on a Brokerage Account
The $60,000 non-resident alien exemption is easy to exceed. Structural ways to reduce US estate tax exposure - and a few popular ones that don't work.
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Estate Planning for International Investors
US estate tax exposure, account structures, and cross-border inheritance planning for non-US investors holding US stocks and ETFs.
Non-resident aliens get a $60,000 US estate tax exemption - a fraction of the amount US citizens get - which means a US brokerage account can create an unexpected estate tax bill for heirs. Start with the $60,000 exemption explained, then see the account structures that reduce exposure in avoiding US estate tax on a brokerage account.
estate-planning 
estate-planning Transfer on Death Designations for Foreign Investors
A TOD designation lets a brokerage account skip probate and pass to a beneficiary - available abroad too, though claims get more complex. Set this up now.
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estate-planning Non-Resident Estate Tax: The $60,000 Exemption Trap
Non-resident aliens holding US stocks get a $60,000 exemption, not indexed for inflation, with a 40% top rate above it. The exposure, with a worked calculation.
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Financial Disclaimer: This content is for educational purposes only and is not financial advice. Investing involves risk. Read full disclaimer.