The $60K Estate Tax Trap for Non-US Citizens Holding US Assets
May 5, 2026
Hui-chin Chen, CFP®, managing partner of Jade & Cowry, works with globally mobile families across Asia-Pacific who are navigating a US tax system they never intended to be part of. In this episode, she and Arielle Tucker, CFP®, EA cover the traps that catch non-US citizens most often: the $60,000 US estate tax threshold that has never been inflation-adjusted, the non-US spouse filing election that pulls an entire foreign financial life into the US reporting system, and why planned US citizenship for the next generation requires whole-family financial restructuring from day one.
Buying Property in Costa Rica: Tax Traps US Expats Must Avoid
February 11, 2026
One Big Beautiful Bill: Key Takeaways for Americans Abroad
February 3, 2026
Raising a Family Abroad: A Guide for American Expats Working Overseas
January 27, 2026
Embracing Change: How to Live Nomadically in Europe
January 20, 2026
Building Wealth Beyond Borders: Season Three Launch
January 15, 2026
U.S. Expat Taxes: Year-End Strategies You Can't Miss
December 9, 2025