No Green Card Yet?

If you are on a Visa and waiting for your green card you will be subject to estate tax on death on all amounts over $60,000. If you have a green card you will be subject to tax only on amounts over about $22m. (subject to change each year). In order to avoid the tax if you are on a VISA contact us to discuss a QDOT trust. (Qualified Domestic Trust.) is a special kind of trust that allows taxpayers who survive a deceased spouse to take the marital deduction on estate taxes, even if the surviving spouse is on Visa.

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