RBC Wealth Management
“Matters Beyond Wealth” Podcast
January 2nd, 2024
Even Canadians who don’t consider themselves snowbirds may own property south of the border or have other U.S. based assets that could impact their planning…
Hosted by Leanne Kaufman, president and CEO of RBC Royal Trust, Matters Beyond Wealth focuses on estate planning, healthy aging and wealth insights to help Canadians plan for today and their future.
Matters Beyond Wealth Podcast – EPISODE 33:
“Is Your Cross-border Property in Your Estate Plan?”
I think it’s important that Canadians look over their estate and see if there are any U.S. situs assets in their estate, whether it’s in their RRSP or in their investment portfolio or having property, and then quantifying what your exposure is and taking action if necessary to reduce the estate tax exposure.
Jim Yager, Consultant, Cross Border Tax, RBC Family Office Services
