Each state has its own rules, and these can vary significantly
Many Canadians are attracted to U.S. property but need to be aware of the associated costs and taxes
The range and complexity of taxes that arise on departure can be daunting for affluent clients
U.S. estate taxes in flux, author tells CIFPs conference
No one wants to think the unthinkable when planning a trip abroad. But your boomer and snowbird clients should face the possibility that they could die while they are outside Canada, particularly if they are looking for retirement properties in tropical regions or already spending a significant portion of each year in the U.S. or […]
Now only Canadian firms, not individual brokers, need to register with state regulators
Combines banking, insurance, and mortgage offer