回複:請教版主單身老貓關於遺產繼承的問題,請進來,謝謝。

來源: apt 2014-03-25 16:15:37 [] [博客] [舊帖] [給我悄悄話] 本文已被閱讀: 次 (1191 bytes)
You will need an estate planning attorney.

It is not $200k exclusion but for resident aliens, it is $60k. Anything exceeding this will be taxed based on the property's fair market value. For example, your house can be assessed 1 million dollars and you will pay no tax if you are an American citizen but have to pay maximum $376000 in tax if you are a green card holder. Remember FMV of your house can be much more than your property tax basis.

There are many ways to avoid paying estate tax. One way is to use irrevocable trust, which not a lot of people are willing to do. Most people choose to pour over into a trust, which does not help. According to IRS rules, anything you transferred within two years must be brought back to the estate and taxed.

The best way is to create a reciprocal trust. This way, the survivor (greencard holder) has limited access to the decedent trust, which is not taxed. The tax will be paid out when the survivor trust is distributed, which could be many years later and to a different person. The survivor trust is typically a QTIP trust or QDOT (which does not apply here) to postpone taxes.

所有跟帖: 

好像你到時候可以申請公民。如果在probate結束前,公民申請通過,就按美國人算了。 -N.- 給 N. 發送悄悄話 N. 的博客首頁 (0 bytes) () 03/25/2014 postreply 16:23:53

Really? I am surprised -lexm5- 給 lexm5 發送悄悄話 (638 bytes) () 03/25/2014 postreply 20:48:04

2056 and 2102 -apt- 給 apt 發送悄悄話 apt 的博客首頁 (2000 bytes) () 03/25/2014 postreply 22:08:29

回複:2056 and 2102 -lexm5- 給 lexm5 發送悄悄話 (596 bytes) () 03/26/2014 postreply 04:53:43

回複:回複:2056 and 2102 -apt- 給 apt 發送悄悄話 apt 的博客首頁 (617 bytes) () 03/26/2014 postreply 08:51:01

回複:回複:回複:2056 and 2102 -lexm5- 給 lexm5 發送悄悄話 (1318 bytes) () 03/26/2014 postreply 09:41:09

Seems you are right... -N.- 給 N. 發送悄悄話 N. 的博客首頁 (417 bytes) () 03/26/2014 postreply 10:54:17

回複:回複:回複:回複:2056 and 2102 -apt- 給 apt 發送悄悄話 apt 的博客首頁 (987 bytes) () 03/26/2014 postreply 13:26:41

回複:回複:回複:回複:回複:2056 and 2102 -lexm5- 給 lexm5 發送悄悄話 (2166 bytes) () 03/26/2014 postreply 13:57:32

請您先登陸,再發跟帖!

發現Adblock插件

如要繼續瀏覽
請支持本站 請務必在本站關閉/移除任何Adblock

關閉Adblock後 請點擊

請參考如何關閉Adblock/Adblock plus

安裝Adblock plus用戶請點擊瀏覽器圖標
選擇“Disable on www.wenxuecity.com”

安裝Adblock用戶請點擊圖標
選擇“don't run on pages on this domain”