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Vivinavi Los Angeles税金
- #1
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- カムイコタン
- 2017/11/03 12:40
夫はアメリカ人、私は日本籍で永住権保持。
二人共同である程度の額を投資会社に運営してもらっています。もし私が死んだ場合、総額が夫のものになる、、、これはいいのですが、もし夫が死んだ場合、私の取り分はどうなるのでしょうか？その投資会社の担当者は「アメリカ国籍の場合は問題ないが、そうでない場合はかなりの部分に特別の税金がかかる」と言います。では永住権保持者は？と聞いたら、それは分からない、と言うか、知らない、と。どなたか御存じでしょうか？？
- #12
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まず、共有名義の財産に限らず、カリフォルニアでは、特別な法的取り決めをしていない限り、結婚後に作った財産は夫婦50:50の所有権があります。
ですので、アカウントの半分の金額が相続税の対象になります。
夫婦の片方が死亡した時の相続税の控除額ですが、市民、永住権保持者共に、今は、死亡した人の全ての財産の総額がは5.5ミリオンまでです。
この金額や条件は良く変わりますので、注意が必要です。
財産が控除額以下でも、リビングトラスを作っていないと、プロベーションになり、手続きに結構な時間と費用がかかります。
ですので、リビングトラスは皆んな作った方が良いのですが、作成に費用もかかるし、面倒で作ったいない人も多く、私もその一人です。
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