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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-U.S. beneficiary"
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 What Happens to My Trust If I Move Overseas?
0
By Harry Margolis
In Irrevocable Trusts, Trustee
Posted November 13, 2024

What Happens to My Trust If I Move Overseas?

Question: I have an irrevocable trust and I am moving to Spain to retire. Can my trustee still pay me monthly income and remain my trust company? Response: Yes, that should be no problem. But [...]

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 Can My Capital One Account be Payable to My Non-U.S. Citizen Nieces?
0
By Harry Margolis
In Non-US Citizens
Posted October 18, 2024

Can My Capital One Account be Payable to My Non-U.S. Citizen Nieces?

Question: I bank only through Capital One so I do not have a physical bank. My nieces live in Europe and they are my beneficiaries. How can I make sure they get the money from my Capital One [...]

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 How Do I Make a Bequest to a Friend in England?
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By Harry Margolis
In Non-US Citizens, Wills
Posted September 9, 2020

How Do I Make a Bequest to a Friend in England?

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: [...]

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Wondering if a trust makes sense for you?

This comprehensive guide provides all you need to know (in plain English).

Harry Margolis book: The Baby Boomers Guide to Estate Planning

Get the Book
(An Amazon Prime Reading selection)

Read Sample Chapters

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