Unused capital losses
Unused capital losses Continue Reading »
Canada Revenue Agency, Estate Administration, Estate Planning, InvestmentsNovember 2010
So you think you can Avoid ‘Uncle Sam’ part II…
So you are a Canadian citizen and resident, surely ‘Uncle Sam’ has no right to your Estate on your death. Unfortunately ‘Uncle Sam’s’ arm – his estate tax arm that is – can reach across the border to impose taxes on the Estate of a non-resident/non-citizen of the United States…..
So you think you can Avoid ‘Uncle Sam’ part II… Continue Reading »
Canadian and US Tax Treaty, Estate Administration, IRS, United States, US TaxesPlease pass the gravy
Many families will be traveling this week for the American Thanksgiving holiday. If you live in a different city than your parents, the time spent together during the holiday can allow you to see how well they are managing. Be aware of the small things and things that are different. ….
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Elder Care, Estate Planning, Family Conflict, Geriatric Care Management, U.S. Citizen, United StatesPhilanthropy is personal; fundraising is social
There are two types of charitable giving: personal and social. Gifts that are part of the estate plan are typically a form of personal giving. By contrast, most traditional charity fundraising uses a social giving model. Both are equally important, but it is helpful to make the conceptual distinction when helping clients to include philanthropy in their estate plans…..
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Estate Planning, Philanthropy/Charitable GivingChoose your Estate Battles Carefully
Not a happy day for respondent beneficiaries where a rectification application they opposed was granted and the court then ordered that they pay the costs of the applicant personally. Estate litigation is no cake walk…..
Choose your Estate Battles Carefully Continue Reading »
Estate Litigation, Wills