What Every Texas Couple With a Non-Citizen Spouse Needs to Know About Estate Taxes
David and Maria Santos had a comprehensive Texas estate plan — two wills, powers of attorney, a family limited partnership. When attorney Therese Gutierrez asked one question their previous attorney had never thought to ask, the answer revealed a gap that could have cost the family over a million dollars in estate taxes. The question was simple: Is your spouse a US citizen?
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