Decoding U.S. Tax Status: Income vs. Estate Taxes | FL Estate Planning & Probate Lawyer

Being a U.S. person for taxes involves different rules for income and estate taxes. If you have a green card or meet the substantial presence test, you're a U.S. person for income taxes. However, for estate taxes, it's about where you consider your permanent home (domicile), not just where you live. This analysis is complex, considering various factors. If you're not a U.S. citizen but want to be treated as a U.S. resident for estate tax purposes, seeking guidance and taking specific steps is crucial. Understanding these differences is key, especially for non-citizens in the U.S.

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