What is a Trust and Estate Planning Practitioner (TEP)? 22 Jul

What is a Trust and Estate Planning Practitioner (TEP)?

Canadian professional advisors ought to be cautious when advising U.S. donors.  Although most charitable donations to Canadian charities are likely allowed as a deduction for U.S. tax purposes, it comes with some limitations; notably, the deduction is only applied for Canadian source income and only if the Canadian registered charity meets the U.S. requirements of a qualified charity. 15 Jul

Tax Benefit Limitations: Cross-Border Charitable Donation

Passing down real estate to loved ones gets more complex when the property lies across international borders. Unlike domestic transfers, international real estate transfers involve navigating different legal systems, tax obligations, and reporting requirements. Luckily, there are legal structures and tax strategies that can minimize the complications and ensure that your property passes smoothly to your heirs. 02 May

How to Pass Down Real Estate Across Borders Without Tax Nightmares

Director Norman Jewison's wife cut him off from family, coerced him to change $30M will, lawsuits claimed. Legal fight between filmmaker's sons, 2nd wife highlights end-of-life struggles many families face... 01 Apr

Family Members Clash Over Director Norman Jewison’s Estate

Most individuals consider purely domestic estate matters to be complex and challenging.  Add another country into the equation and the legal complexity quickly multiplies. 19 Mar

Navigating Cross-Border & Multijurisdictional Estate Matters

Many Canadians dream of buying a property by the sea in Florida or a golf course in Arizona. But what happens at the time of death? Buying a property in the United States takes planning... 10 Feb

Canadian Will & U.S. Property: Avoiding Probate Takes Planning

This guide will help you explore the key aspects of inheritance tax in Canada for non-residents, taxes on property, and cross-border tax concerns for Canadians inheriting overseas. 24 Jan

Canadian Inheritance Tax 2025: Frequently Asked Questions

Cryptocurrency Holdings: Ensuring Smooth Distribution of Digital Assets 04 Jan

Cryptocurrency Holdings: Ensuring Smooth Distribution of Digital Assets

Inheriting Real Estate in Canada: What You Need to Know 20 Dec

Inheritance Tax & Cross-Border Rules: What Canadians Need to Know

How do you approach estate planning if your property is divided between Florida and another country? Don’t assume Florida and Canada have the same laws! Consider putting your Florida property into a Trust... 18 Dec

Florida Estate Planning for Canadian Snowbirds

Can Your Subscription Service Limit Your Estate’s Ability to Sue? | Digital Distress | Streaming Subscription Agreement | Estates Gone Wrong 02 Oct

Warning: Read “Subscriber Agreements” Very Carefully

Canadians with U.S. Beneficiaries: Cross-border Estate Planning Tips 24 Jun

Canadians with U.S. Beneficiaries: Cross-border Estate Planning Tips