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Answers to your estate planning questions so you can take care of your family and yourself. Answers to your estate planning questions so you can take care of your family and yourself. Answers to your estate planning questions so you can take care of your family and yourself.
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Tag Archives for: "international beneficiary"
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 How Can I Leave My Estate to My Non-Citizen Sibling Who Lives Overseas?
2
By Harry Margolis
In Durable Powers of Attorney, Non-US Citizens, Trustee, Wills
Posted November 22, 2021

How Can I Leave My Estate to My Non-Citizen Sibling Who Lives Overseas?

Question: I am a American citizen and want to leave my house/money in bank/stock and life insurance benefits to a sibling in another country.  Who would I talk to get this process started? A [...]

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 When Bank Won’t Permit Non-U.S. Beneficiary, What Should I Do?
0
By Harry Margolis
In Non-US Citizens
Posted May 19, 2021

When Bank Won’t Permit Non-U.S. Beneficiary, What Should I Do?

Question: I am a permanent resident of the United States. Currently, I am single and thinking to add a beneficiary who is not a U.S. resident. I have called my bank about the same but we [...]

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  • Asset Protection (35)
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  • Estate and Gift Taxes (59)
  • Guardianship and Conservatorship (5)
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  • Irrevocable Trusts (54)
  • Long-Term Care Planning (177)
  • Non-Traditional Families (17)
  • Non-US Citizens (30)
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  • Practical Matters (15)
  • Probate (43)
  • Property in Other Countries (5)
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  • Retirement Plans (21)
  • Revocable Trusts (108)
  • Second Marriages (12)
  • Social Security (19)
  • Special Needs Planning (74)
  • Trustee (52)
  • Vacation Homes (4)
  • Wills (56)
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This simple-yet-comprehensive guide provides everything you need to know (in plain English).

Harry Margolis book: The Baby Boomers Guide to Estate Planning

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Read Sample Chapters

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