[WSBAPT] Australian Assets

[Megan S. Farr]

Client is an U.S.-Australian dual citizen residing in the U.S.  She has two Australian superannuation funds and life insurance.  She has a minor daughter who is also an U.S.-Australian dual citizen residing in U.S.

Is having separate estate plans in each country the best way to go, or would it be better for her to have one, world-wide estate plan?  Thus far, my research tells me two estate plans is best, but client disagrees.

Please respond directly to me (off the list-serve).  Thank you.

Megan S. Farr
Attorney | Farr Law Group, PLLC
3255 Griffin Avenue | P.O. Box 890 | Enumclaw, WA 98022-0890
360.825.6581 (o) | 360.284.2354 (d) | 360.825.0780 (f) | MSF at FarrLawGroup.com<mailto:MSF at FarrLawGroup.com> | www.FarrLawGroup.com<http://www.FarrLawGroup.com>

This communication is intended only for the above-named recipient.  It might contain information that is subject to the attorney-client privilege and/or is otherwise confidential.  If you are not the intended recipient, please immediately notify the above-named sender.

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