How much of your US investments could be exposed to estate tax?
Many investors focus on returns, diversification, and currency exposure when investing internationally. But estate tax is another factor that’s often overlooked.
For non-US investors, US-listed stocks and other US-situs assets may be subject to US estate tax rules upon inheritance. The effective tax impact can vary significantly depending on the size of the taxable estate.
Understanding these rules can be an important part of long-term portfolio and succession planning.
Take a look at the rates in the chart and see where different estate values fall.