u/Adorable_Box5018

 Hi everyone, 

We are Indian citizen currently living in Texas and planning a permanent move back to India. Our US tax status will shift to a Non-Resident Alien (NRA) (as we don't have/don't plan to have GC).

We plan to keep a significant portion of my assets in Texas, including real estate, retirement accounts (401k/IRA), and a US brokerage account for US citizen children. Because of this, we are facing severe exposure to the US estate tax laws for non-resident aliens (specifically the $60,000 exemption limit and 40% estate tax trap on US-situs assets). There is no US-India estate tax treaty, making this a complex cross-border issue. 

Can anyone recommend a highly specialized cross-border estate attorney or international tax firm with deep experience in the US/Texas-India corridor? 

Ideally, we need a professional or firm who understands: 

• How Texas estate/probate laws interact with Indian succession frameworks. 
• Structuring asset wrappers or trusts to shelter US real estate and US equities from the 40% NRA estate tax. 
• Managing the tax implications of leaving behind retirement accounts (withholding taxes vs. Indian tax rights on global income). 
• Setting up separate jurisdictional wills (Texas and India).

 

If you have personally worked with a firm or attorney who successfully handled your return-to-India estate planning with US assets left behind, please drop their names or share your experience. 

Thank you in advance! 

 Hi everyone, 

We are Indian citizen currently living in Texas and planning a permanent move back to India. Our US tax status will shift to a Non-Resident Alien (NRA) (as we don't have/don't plan to have GC).

We plan to keep a significant portion of my assets in Texas, including real estate, retirement accounts (401k/IRA), and a US brokerage account for US citizen children. Because of this, we are facing severe exposure to the US estate tax laws for non-resident aliens (specifically the $60,000 exemption limit and 40% estate tax trap on US-situs assets). There is no US-India estate tax treaty, making this a complex cross-border issue. 

Can anyone recommend a highly specialized cross-border estate attorney or international tax firm with deep experience in the US/Texas-India corridor? 

Ideally, we need a professional or firm who understands: 

• How Texas estate/probate laws interact with Indian succession frameworks. 
• Structuring asset wrappers or trusts to shelter US real estate and US equities from the 40% NRA estate tax. 
• Managing the tax implications of leaving behind retirement accounts (withholding taxes vs. Indian tax rights on global income). 
• Setting up separate jurisdictional wills (Texas and India).

 

If you have personally worked with a firm or attorney who successfully handled your return-to-India estate planning with US assets left behind, please drop their names or share your experience. 

Thank you in advance! 

Hi there!

​I just moved to Cedar Park from Denver this summer, and let’s just say I am having to completely relearn my gardening practices! Central Texas heat, soil, and growing seasons are a whole new world compared to Colorado's short season and long freezes.

​As I adjust to gardening here, I’d love to get a few of your local recommendations:

​Shade Trees: I want to plant some shade trees in my front yard. What are your favorite varieties for local soil and climate?

​Fall Tomatoes: I love tomatoes! Is it safe to assume I can direct-sow cherry tomato seeds right now for a fall harvest, or should I be looking for transplants instead?

​Purple Hearts: I’m a huge fan of Purple Hearts. Am I too late in the season to transplant some nursery starts into the ground?

​H-E-B Plant Finds: I was so pleasantly surprised by the plant selection at H-E-B! What are your absolute favorite plant pickups from there that I should keep an eye out for?

Thank you ❤️❤️