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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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 Can Non-Citizen Spouse Withdraw IRA Over Her Lifetime?
0
By Harry Margolis
In Pets
Posted February 6, 2023

Can Non-Citizen Spouse Withdraw IRA Over Her Lifetime?

Question: I am a US Citizen, age 87, with an IRA invested a US mutual fund. My wife is a not a US citizen (she’s Thai), is 45 and is the named beneficiary on my IRA. She has a tax [...]

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 Can I Have a U.S Trust Even Though I Live Out of the Country?
20
By Harry Margolis
In Non-US Citizens, Revocable Trusts
Posted May 16, 2022

Can I Have a U.S Trust Even Though I Live Out of the Country?

Question: I’m a US citizen living abroad, my wife is a non-US citizen. I have two children living in United States and they are both US citizens. My property and all my assets are in U.S. I [...]

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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?
0
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
2
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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  • Irrevocable Trusts (76)
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  • Revocable Trusts (144)
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This comprehensive guide provides all you need to know (in plain English).

Harry Margolis book: The Baby Boomers Guide to Estate Planning

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(An Amazon Prime Reading selection)

Read Sample Chapters

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