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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: "investment companies"
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 Problems with Non-US Owners of US Investment Accounts
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By Harry Margolis
In Non-US Citizens, Revocable Trusts
Posted January 25, 2019

Problems with Non-US Owners of US Investment Accounts

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 [...]

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