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.
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