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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-US residents"
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 Can I Have a U.S Trust Even Though I Live Out of the Country?
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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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 Can My Children in India be Beneficiaries of My Living Trust?
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By Harry Margolis
In Non-US Citizens, Real Estate
Posted April 22, 2022

Can My Children in India be Beneficiaries of My Living Trust?

Question: I want put a house in California into a living trust. One of my daughters lives in the United States but my other two adult children are in India. Can my other children be beneficiaries [...]

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 Can I Leave My Interest in Real Estate to Non-U.S. Citizen?
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By Harry Margolis
In Non-US Citizens, Real Estate
Posted March 28, 2022

Can I Leave My Interest in Real Estate to Non-U.S. Citizen?

Question: I am US citizen and have a rental property investment near San Diego, California. The deed is under my name and my sister’s name (70:30). I want to sell the house but my sister [...]

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 How Can I Leave My Estate to My Non-Citizen Sibling Who Lives Overseas?
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By Harry Margolis
In Durable Powers of Attorney, Non-US Citizens, Trustee, Wills
Posted November 22, 2021

How Can I Leave My Estate to My Non-Citizen Sibling Who Lives Overseas?

Question: I am a American citizen and want to leave my house/money in bank/stock and life insurance benefits to a sibling in another country.  Who would I talk to get this process started? A [...]

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 When Bank Won’t Permit Non-U.S. Beneficiary, What Should I Do?
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By Harry Margolis
In Non-US Citizens
Posted May 19, 2021

When Bank Won’t Permit Non-U.S. Beneficiary, What Should I Do?

Question: I am a permanent resident of the United States. Currently, I am single and thinking to add a beneficiary who is not a U.S. resident. I have called my bank about the same but we [...]

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 What are the Tax Implications of having Accounts Payable to Non-U.S. Citizens?
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By Harry Margolis
In Non-US Citizens
Posted December 29, 2020

What are the Tax Implications of having Accounts Payable to Non-U.S. Citizens?

Question: My wife and I are US citizens and are planning in case we both died at the same time. We have non-US citizen family living abroad that we want to designate as beneficiaries on our [...]

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 What’s the Best Way to Leave My Estate to My Non-US Citizen Son?
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By Harry Margolis
In Non-US Citizens
Posted November 12, 2020

What’s the Best Way to Leave My Estate to My Non-US Citizen Son?

Question: I am a US citizen, living in California. I am planning to return back to the Czech Republic, where my son lives. He is a non US citizen. My assets are my savings account, CDs, my [...]

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 Tax Implications of Non-US Citizens Transferring Real Estate in the US
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By Harry Margolis
In Estate and Gift Taxes, Non-US Citizens
Posted November 8, 2019

Tax Implications of Non-US Citizens Transferring Real Estate in the US

Question: We are Canadians and we own condo in California, where our daughter lives. We would like to transfer the property to our daughter. What is best way, considering USA and Canadian taxes? [...]

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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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 What IRS Forms are Necessary When Distributing Share of Estate to Foreign Beneficiary?
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By Harry Margolis
In Estate and Gift Taxes, Probate
Posted September 14, 2018

What IRS Forms are Necessary When Distributing Share of Estate to Foreign Beneficiary?

IRSQuestion: I am the executor of my mother’s estate, which calls for her assets to be divided between her five children. My mother’s property has been sold and all distributions will [...]

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  • Asset Protection (34)
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  • Guardianship and Conservatorship (3)
  • Health Care Directives (12)
  • Irrevocable Trusts (39)
  • Long-Term Care Planning (151)
  • Non-Traditional Families (14)
  • Non-US Citizens (19)
  • Pets (3)
  • Practical Matters (15)
  • Probate (26)
  • Property in Other Countries (4)
  • Real Estate (50)
  • Retirement Plans (15)
  • Revocable Trusts (92)
  • Second Marriages (10)
  • Social Security (17)
  • Special Needs Planning (63)
  • Trustee (51)
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  • Wills (42)
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