[WSBAPT] Est. Planning for British Citizen?

Sarah Jael Dion sarah at dionlaw.com
Fri Feb 22 11:15:23 PST 2019


Paul, 

Is W also a US citizen? If so, that’s fine. If not, I’d be happy to chat about this if you like. 

Sarah Jael Dion

Dion Law PLLC
206-550-4005
sarah at dionlaw.com

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> On Feb 22, 2019, at 8:46 AM, Paul Neumiller <pneumiller at hotmail.com> wrote:
> 
> New situation for me.  H & W married for over 40 years, modest (<$1mil) estate, FMV of residence is about $180k, lived in Washington for over 40 years.  W is a British citizen.  All assets in WA.  Only child is a son in Texas who is a US citizen and will inherit everything.  Due to being a non-taxable estate, I was going to prepare the standard simple Will, DPAs, Health Care Directive, and CPA.  Does W's British citizenship cause any problems or the way I prepare the documents?  
> 
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