Chapter 15 Status, State and Abroad — What Changes for Families Across Borders

The question One of us is not a US citizen, we live in a particular state, and we have a house in Mexico. What changes?

The answer Three things. Status: the federal estate tax treats a US citizen or domiciliary very differently from a nonresident — the screen shows the same assets under both. State: some states have their own estate or inheritance tax with lower thresholds; the screen places your estate against the published thresholds of the states it has registered. Abroad: assets outside the United States are listed with a treaty note, but foreign taxes are not calculated. None of these is a decision about anyone's status.

15.0 In one line Status, state and country can change the picture more than the amount does — and the screen never decides your status.

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