tag:blogger.com,1999:blog-401742767867047481.post5283789488502716518..comments2024-03-28T18:36:46.828+08:00Comments on $$$ KPO and CZM $$$: Estate Tax - The Issue Not Addressed By Some Robo AdvisorsCZMhttp://www.blogger.com/profile/02040796250676928758noreply@blogger.comBlogger2125tag:blogger.com,1999:blog-401742767867047481.post-11252288525179493122020-08-11T23:35:45.198+08:002020-08-11T23:35:45.198+08:00I know right. Definitely prefer the joint account ...I know right. Definitely prefer the joint account option if that is one.KPOhttps://www.blogger.com/profile/11839556977401200489noreply@blogger.comtag:blogger.com,1999:blog-401742767867047481.post-7471646317137293842020-08-10T09:47:02.347+08:002020-08-10T09:47:02.347+08:00Lol. For sure if you ask any proper tax lawyer or ...Lol. For sure if you ask any proper tax lawyer or accountant, they will say have to cough up 40%. Double confirm if you're dumb enough to check directly with US IRS.<br /><br />But kinda hazy if the securities are not bought/ registered directly under your name. Which may be the case with some robos.<br /><br />The only sure way is to buy your US securities & assets thru a holding companyUnknownhttps://www.blogger.com/profile/02938450718690565242noreply@blogger.com