Client Insights Tips and Traps for Canada-U.S. Estate Planning and Administration

Date: September 2023

There is increasing movement of individuals and their assets between Canada and the U.S.: children relocate to either side of the border, Canadian residents move to the U.S. to work or retire and vice versa, or residents on either side of the border purchase a recreational property.

Traversing the issues that arise in cross-border estate planning and administration is complicated, given the very different tax and legal regimes. Making the wrong decision often occurs because of a lack of skilled guidance and direction in planning or administering an estate with cross-border issues.

Join us to gain some insight into the cross-border challenges that arise when Canadians and Americans have connections to each other's jurisdiction, including assets, citizenship, residency and beneficiaries.

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If you would like Andersen Midgley Wealth Counsel to host an event for your group, please contact us at 647.798.4061 or send an email to AndersenMidgley@raymondjames.ca.