Providing for our Filipina significant other living in the Philippines after our death

[driveallnight]

47 minutes ago, Kingpin said:

Doesn't she need a US SS#?

If a partner or (adult) kid does have an SS#, there's an alternative to payable on death; add them as a joint account holder. This is probably the best option for anyone with investment income, the income stream is better than a large sum of cash to someone with little financial experience and/or endless relatives.

 

 

Not to my understanding. But I’ll definitely confirm, thank you.