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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. heir"
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 How Can I Leave My Estate to My Non-U.S. Citizen Son?
0
By Harry Margolis
In Non-US Citizens, Wills
Posted August 21, 2024

How Can I Leave My Estate to My Non-U.S. Citizen Son?

Question: I am a U.S. citizen and have one adult child who has an English passport. I want to name him sole beneficiary of my estate which includes two single-family homes and money invested in [...]

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 How Should I Leave My Estate to My Teenage Daughter and Siblings Overseas?
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By Harry Margolis
In Non-US Citizens, Wills
Posted August 7, 2024

How Should I Leave My Estate to My Teenage Daughter and Siblings Overseas?

Question: I don’t have a will yet but am planning to have one soon. My wife and teenage daughter live with me here in the United States. I have siblings who live overseas. I intend to leave [...]

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 What Rights Do Non-U.S. Heirs of Intestate Estate Have?
0
By Harry Margolis
In Non-US Citizens, Probate, Wills
Posted August 16, 2023

What Rights Do Non-U.S. Heirs of Intestate Estate Have?

Question: My cousin passed away and left an estate of $1.1 million plus. She had a current will which was conveniently missing at the time of her death due to shenanigans by the public guardian, [...]

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 How Should I Leave Money to Family in France?
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By Harry Margolis
In Non-US Citizens
Posted June 26, 2023

How Should I Leave Money to Family in France?

Question: I am a U.S. citizen in Indiana and I have family in France. How can I leave them money after I die? Response: For the most part it’s no different from leaving money to someone in [...]

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 Does My Client Need Separate Wills for Property in India and the U.S.?
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By Harry Margolis
In Non-US Citizens, Property in Other Countries
Posted March 15, 2023

Does My Client Need Separate Wills for Property in India and the U.S.?

Question: My client is an Indian citizen and has already executed a will in India. While in India, she accumulated stock in the United States. Her Indian will has her dad, mom, and daughter as [...]

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 Must Mobile Home Go Through Probate Because Heir is German?
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By Harry Margolis
In Non-US Citizens, Probate, Wills
Posted January 23, 2023

Must Mobile Home Go Through Probate Because Heir is German?

Question: A friend of mine passed away and had it in her will for her longtime friend who lives in Germany would be her executor and inherit her mobile home and belongings. But now someone from [...]

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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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 What’s the Best Way to Leave IRAs to Non-U.S. Beneficiaries?
3
By Harry Margolis
In Non-US Citizens, Retirement Plans
Posted June 22, 2020

What’s the Best Way to Leave IRAs to Non-U.S. Beneficiaries?

Question: I would like to leave my 401k, IRAs, etc. to my family in the Philippines. What is the best and easiest way to do this? Should I list them as beneficiaries or should I have a living [...]

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Harry Margolis book: The Baby Boomers Guide to Estate Planning

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