marital deduction

Marital Disclaimers and the Clayton Election: Last-Minute Estate Tax Planning
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Marital Disclaimers and the Clayton Election: Last-Minute Estate Tax Planning from Austin Estate Planning Attorney Liz Nielsen

Deferring, minimizing, or avoiding estate taxes altogether is often an important estate planning goal for married couples. However, uncertainty surrounding what the estate tax laws and the value of their accounts and property will be at the first spouse’s death can leave a couple feeling that they need a crystal ball to make the right decisions. […]

Foreign citizen spouses Austin estate planning lawyer
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What Impact Does the Citizenship of My Spouse Have On My Estate? From Austin Estate Planning Lawyer

According to the Pew Research Center, in 2017, there were 44.4 million foreign-born people living in the United States, 55% of whom were non-citizens As a result, there are many occasions when a non-citizen may be the beneficiary of the estate of a U.S. citizen, for example, if the non-citizen immigrant married a U.S. citizen. There […]

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