STEP NY | January 25 | Luncheon: Estate Planning for U.S. Clients with Canadian Assets: Tips and Tricks to Avoid the Traps
Nowadays, it is not uncommon to meet with a married couple who moved from Canada to the U.S. with the intention of living there on a permanent basis, while keeping assets in Canada. We may think about rental property in Canada, shares of Canadian private companies, life insurance, pension plans such as RRSPs or RRIFs.… Read More