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I am a British national and a legal US resident holding a
I am a British national and a legal US resident holding a green card since 1985. My daughter is a US citizen, my son is a British citizen residing in the UK. I am told that on my passing that any inhe… read more
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I have an IRA and an Annuity with beneficiaries. These are
I have an IRA and an Annuity with beneficiaries. These are NOT probate assets, and as such, do not come under the control of the executor of the estate. The IRA custodian U.S. brokerage has informed m… read more
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What is the advantage of having of having your money set up in a trust for your children as opposed to a will? Most of my money is in an IRA with my children named as beneficiaries. I do own property.… read more
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I have power of attorney mother who is now 95 years
I have power of attorney for my mother who is now 95 years old. She has over 5 million invested in Merrill Lynch. My mother is incapacitated and Merrill Lynch insisted that my Mothers assets be conver… read more
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My wife and I want to set up an irrevocable trust that will
My wife and I want to set up an irrevocable trust that will help our adult children during their lifetime. Our goal was always to leave them money when we both passed, but there is some pleasure in se… read more
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QDOT trust applies to NON-CITIZEN surviving spouse. What happens
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I am a French citizen permanent resident with a valid permanent
I am a French citizen permanent resident with a valid permanent resident card. My husband , now deceased, is a US citizen born in the US, my daughters are both US citizens. I have lived at my current … read more
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My wife and I - both Canadian Citizens - retired in Thailand
My wife and I - both Canadian Citizens - retired in Thailand (Legal Tax residents) - hold a joint (JTWROS) brokerage account with a US Broker - we hold No US situs assets (ie Not concerned with US Est… read more
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My 92 year old Mom lives in Pennsylvania and is in good health
My 92 year old Mom lives in Pennsylvania and is in good health and still mentally sharp. Her estate planning situation is pretty simple: She owns the house (worth about $100K) and has a bank and broke… read more
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I am a US citizen resident in the UK since 1963. Besides holding
I am a US citizen resident in the UK since 1963. Besides holding US CDs, written in trust for my son, I have holdings in four US Unit Trusts not written in trust. Can I establish a US Revocable Trust … read more
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Hi, I am a UK citizen residing with my wife in Malaysia I
Hi, I am a UK citizen residing with my wife in Malaysia I own property worth about USD 800k in Malaysia. I hold stocks valued at USD 400k in a US brokerage firm and about USD 40k cash in a US-based cr… read more
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I am a USA Citizen, my wife has a Permanent US residence card
I am a USA Citizen, my wife has a Permanent US residence card (Green Card). I have three children all over the age of 25, all US Citizens. I was making up a will and leaving my estate to my wife, howe… read more
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I am a naturalised USA citizen residing permanently in Thailand
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My sister died last summer and I am the Trustee of her Trust.
My sister died last summer and I am the Trustee of her Trust. Her only asset is her house which is being sold to pay her remaining debt(s). When the sale of her house is final and all bills paid, ther… read more
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i am a foreign citizen non US resident;i have a son who is
i am a foreign citizen non US resident;i have a son who is a uS citizen and resides in the state of florida; in florida i have assets of 3 million$ and in france 2 million $ what taxes do my estate an… read more
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A prospective Florida client in Miami is a citizen of Ecuador
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I am a trustee of a revocable living trust. The living trust
I am a trustee of a revocable living trust. The living trust is under the social security number of the grantor of the trust. The grantor of the trust has passed away. Since it is a revocable living t… read more
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our dad had a trust which held assets in a brokerage account
our dad had a trust which held assets in a brokerage account for the use and benefit of ourmom who passed away 1 year ago. our dad recently passed away and the trust reflects the assets are to be shar… read more
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DISCLAIMER: Answers from Experts on JustAnswer are not substitutes for the advice of an attorney. JustAnswer is a public forum and questions and responses are not private or confidential or protected by the attorney-client privilege. The Expert above is not your attorney, and the response above is not legal advice. You should not read this response to propose specific action or address specific circumstances, but only to give you a sense of general principles of law that might affect the situation you describe. Application of these general principles to particular circumstances must be done by a lawyer who has spoken with you in confidence, learned all relevant information, and explored various options. Before acting on these general principles, you should hire a lawyer licensed to practice law in the jurisdiction to which your question pertains.

The responses above are from individual Experts, not JustAnswer. The site and services are provided “as is”. To view the verified credential of an Expert, click on the “Verified” symbol in the Expert’s profile. This site is not for emergency questions which should be directed immediately by telephone or in-person to qualified professionals. Please carefully read the Terms of Service (last updated February 8, 2012).

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