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My wife and I need a will. Here are some details:
Me: UK citizen living in the US. Her: UK/Canadian dual nationality citizen living in the US. Married in New York City, USA.
Our assets include:
- real estate properties in the UK
- cash and cash-like investments
- majority stakes in two small companies
The will should be fairly simple in terms of disbursements. If I die, she get's everything. If she dies, I get everything. We still need to decide upon the "if we both die simultaneously" option.
The more complex and more important part is to ensure that we minimize any tax liabilities.
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