Tag
estate-planning
2 posts tagged estate-planning
- US Investing·
US estate tax for Indian investors: the complete guide to the $60,000 trap and how to avoid it (2026)
Indian investors holding US stocks face estate tax up to 40% on amounts above $60,000 — with no India-US estate tax treaty. This pillar covers the mechanics, every mitigation strategy, and how GIFT City changes the calculus.
- US Investing·
The US$60,000 estate tax trap: what UAE residents with US stocks must plan for
Critical estate tax planning for UAE residents holding US stocks. Non-resident alien estate tax exemption is only $60K (vs $13.99M for US citizens). Strategies: Ireland-domiciled ETFs, joint ownership, trusts, transfer-on-death registration.