What commonly goes wrong and what are the tips to avoid them?
Listen to Australian Unity’s Anna Hacker and guest Marsha Laine Dungog discuss the technicalities of leaving behind assets in foreign jurisdictions, especially the United States.
Guest: Marsha Laine Dungog, Director at Anderson, based in San Francisco
Host: Anna Hacker, Principal, Australian Unity Trustees Legal Services
If you have a question you would like us to cover in a future episode you can send us an email: WHWID@australianunity.com.au
What happens when I die? is a podcast by Australian Unity.
General advice for listeners: Please be aware that the information in this podcast has been prepared without considering the objectives, financial situation, or needs of any individual and is general in nature. If you do wish to act on the information, before doing so you should consider its appropriateness to your circumstances and obtain specific legal and financial advice. As we suggest in the podcast we would always recommend obtaining financial and legal advice relevant to your circumstances before making any decisions and also in line with this suggest getting specialist advice from a tax professional to confirm the impact of this financial advice on your overall tax position.