Someone you love has passed. They left assets on both sides of the border. And now, on top of grief, you have a...
Estate and Inheritance
Cross-border estate planning, trusts, gifting, charitable giving, and inheritance that crosses the Canada-US border.
Cross-Border Trusts In The US & Canada
Cross Border Trusts come up more often than people expect. Usually after a move. Or an inheritance. Or buying property...
Estate Planning
Table of Contents Navigating the Complexities of Cross-Border Estate Planning Why International Estate Planning is...
Family Trusts
Table of Contents Introduction to Family Trusts: What You Need to KnowStart with the basics by understanding what a...
Managing Wealth Across Generations: Creating a Legacy That Lasts
As we head into August—a season when families often gather—it’s a natural time to reflect not only on connection and...
Why More Families Are Choosing to Gift Wealth Earlier—and How to Do It
Estate management isn’t just about what happens after you’re gone— it’s also about what you can do now to help manage...
Year-End Giving Strategies: Tax-Smart and Impactful
Key Takeaways A third of annual donations: Roughly one-third of charitable contributions occur in December across...
Helping Adult Children Buy a Home: How to Gift a Down Payment The Smart Way
Key Takeaways Here are some questions this blog aims to answer: How can parents or grandparents help with a down...