U.S. Estate Tax Exposure

Own U.S. assets but live abroad? Your estate could face a 40% tax. We help you plan ahead.

WHY IT MATTERS

U.S. Assets Can Trigger Massive Estate Tax for Foreign Investors

If you’re not a U.S. citizen or green card holder, you may only get a $60,000 estate tax exemption not the $13M Americans receive. That could mean a 40% tax bill on your U.S. property, accounts, or shares. Most families don’t find out until it’s too late.

❗ Don’t Wait Until It’s Too Late

We’ve seen too many families caught off guard by U.S. estate tax. Tap below and we’ll connect you with a vetted expert.

Unfair Exemptions

U.S. citizens get $13M. Non-residents get $60,000. That’s not a typo.

No Spousal Exemption

No marital exemption = 40% tax bill on joint assets.

Treaty Confusion

Most countries don’t have a treaty. Even fewer are used properly.

"Too Late" Happens Fast

The tax clock starts at death. Many heirs get hit after it’s too late.

What We Offer

U.S. Asset Planning for Foreign Investors and Families

U.S. Asset Structuring

Restructure U.S. real estate, equities, and accounts to reduce estate tax risk and improve control.

Tax-Aware Cross-Border Planning

Get coordinated strategies for residents of non-treaty countries, including pre-death restructuring options.

Global Trust & Legacy Setup

Use international trusts, holding companies, or insurance wrappers to reduce taxable exposure for heirs.

Planning for Non-U.S. Spouses

U.S. estate law offers no marital exemption for foreign spouses. We help structure assets so surviving partners aren’t hit with a surprise 40% tax bill.

Pre-Immigration Planning

Considering a move to the U.S.? Structure your global assets before becoming a resident to avoid costly exposure.

Estate Tax for Non-U.S. Persons

Understand how U.S. estate law affects non-citizens—and how much your heirs could lose.

WHAT TO EXPECT

Clarity Before Commitment. Support Without Pressure.

We help globally mobile families take the first step with confidence. No hard sells. No surprise fees. Just vetted, licensed guidance for your cross-border estate needs.

25+

Years Across Our Network

You Answer a Few Key Questions

Help us understand your U.S. asset exposure, residency, and cross-border situation.

We Match You to a Licensed Expert

You’ll get referred to a U.S.-licensed advisor familiar with non-resident estate planning.

You Receive a Free, Private Review

Ask your questions, explore options, and move forward only when you're ready.

We’re not a law firm or advisory practice.

But we are trusted by international investors and business owners in 12+ countries to connect them with vetted U.S. estate tax professionals.

Our Services

Estate Tax Planning for Non-U.S. Individuals with U.S. Assets

If you hold U.S. real estate, investments, or accounts, your estate could face unnecessary tax exposure especially if you’re not a U.S. citizen or green card holder. Through our educational platform, we connect international clients with licensed experts who help restructure assets before it’s too late.

Understanding U.S. Estate Exposure for Global Families

Many non-U.S. citizens are unaware of the estate tax implications tied to U.S. accounts or property. Through our educational platform, we help you explore potential strategies with licensed professionals before decisions are made.