Succession Planning

Total 150 Posts

ALTERNATIVES TO ‘SINGLE-PURPOSE’ CORPORATION FOR U.S. ESTATE TAX PLANNING

If you have a “single-purpose” corporation for U.S. estate tax planning, this may be a good time to explore an alternative way of holding U.S. real estate…..

ALTERNATIVES TO ‘SINGLE-PURPOSE’ CORPORATION FOR U.S. ESTATE TAX PLANNING Continue Reading »

Canada Revenue Agency, Canadian and US Tax Treaty, Estate Planning, Investments, IRS, Property, Succession Planning, Trusts, United States, US Taxes

spousal settlements

In my last Blog I wrote about how a surviving spouse received $70 per month for decades. In such a situation a Trustee is needed who will be around for a long time. The following example is at the other end of the spectrum. This example is about Patricia Kluge. For those of you who are not familiar with Patricia, she was at one time married to a billionare television….

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Estate Planning, Investments, Spouse, Succession Planning, Trustee, Trusts

Caregiver Tax Credit (CTC), Disability Tax Credit (DTC): Do I Qualify?

Caregiver Tax Credit (CTC), Disability Tax Credit (DTC): Do I Qualify? Growing older with a disability raises questions for parents and adult children alike. For many parents raising a child with special needs, they worry who will look after their adult child when they are no longer capable. ….

Caregiver Tax Credit (CTC), Disability Tax Credit (DTC): Do I Qualify? Continue Reading »

Canada Revenue Agency, Estate Planning, Succession Planning
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