Question: My wife and I are US citizens and are planning in case we both died at the same time. We have non-US citizen family living abroad that we want to designate as beneficiaries on our [...]

Question: I am a non-US citizen married to a US citizen who recently died. What is the procedure for me to inherit my late husband’s IRA? I am the executor of his will, which leaves his [...]

Question: My wife and I have an estate worth just less than the current federal estate tax limit, so I do not worry about US estate taxes. We have no children and plan to have a family member as [...]

Question: I am a US citizen, living in California. I am planning to return back to the Czech Republic, where my son lives. He is a non US citizen. My assets are my savings account, CDs, my [...]

Question: I would like to leave $10,000 cash to a dear friend in the United Kingdom upon my death. Can this be done? If not, can I send her a cashier’s check in the near future? Response: [...]

Question: I would like to leave my 401k, IRAs, etc. to my family in the Philippines. What is the best and easiest way to do this? Should I show them as beneficiaries or should I just have a [...]

Question: My husband and I are both US non-citizens but both US residents. We both have our names on the deed of our house (valued at about $200,000 or less) and titles to our cars. If one of us [...]

Question: We are Canadians and we own condo in California, where our daughter lives. We would like to transfer the property to our daughter. What is best way, considering USA and Canadian taxes? [...]

Question: My sister-in-law, age 79, just lost her 90-year-old husband. They held everything jointly, so there’s no problem now. But they didn’t have children and she is considering [...]

Question: My two sons are British citizens living in the United Kingdom. They are beneficiaries of my trust here in the United States. How can they claim or receive the money? There’s no [...]