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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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Archives

Tag Archives for: "non-citizen spouse"
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 What are Rules for Non-US Citizen Widow to Inherit IRA?
0
By Harry Margolis
In Non-US Citizens, Retirement Plans
Posted December 24, 2020

What are Rules for Non-US Citizen Widow to Inherit IRA?

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 [...]

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 What Steps do U.S.-Resident Non-Citizens Need to Take to Avoid Estate Taxes?
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By Harry Margolis
In Estate and Gift Taxes, Non-US Citizens
Posted May 4, 2020

What Steps do U.S.-Resident Non-Citizens Need to Take to Avoid Estate Taxes?

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 [...]

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 Estate Tax Planning for Non-Citizen Spouses
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By Harry Margolis
In Estate and Gift Taxes, Non-US Citizens
Posted March 17, 2017

Estate Tax Planning for Non-Citizen Spouses

The good news, if your spouse or anyone you want to include in your estate plan is not a United States citizen, is that for the most part that won’t affect your estate plan. The probate laws of [...]

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Categories
  • Asset Protection (32)
  • Charitable Giving (9)
  • Durable Powers of Attorney (34)
  • Estate and Gift Taxes (37)
  • Guardianship and Conservatorship (2)
  • Health Care Directives (12)
  • Irrevocable Trusts (8)
  • Long-Term Care Planning (136)
  • Non-Traditional Families (12)
  • Non-US Citizens (13)
  • Pets (3)
  • Practical Matters (15)
  • Probate (18)
  • Property in Other Countries (3)
  • Real Estate (30)
  • Retirement Plans (11)
  • Revocable Trusts (64)
  • Second Marriages (9)
  • Social Security (16)
  • Special Needs Planning (59)
  • Trustee (45)
  • Vacation Homes (3)
  • Wills (38)
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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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