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In this video, I’m going to share with you 10 essential cross-border estate planning tips that will prevent costly mistakes. When you’re a US Citizen living in Canada, estate planning is critical because you need to consider beneficiaries and assets in more than one country.
There are three main reasons to do your estate planning correctly and to work with a professional:
If you want to make sure your loved ones get their full inheritance, then estate planning is critical.
If you don’t want the money in your estate to be tied up too long after you pass, then you need to do estate planning the right way.
If you don’t want the government taxing your estate excessively because you didn’t do the planning properly, then you need to have an excellent estate plan in place.
Watch the full video to find out how to ensure you don’t make any major estate planning mistakes as an expat or dual citizen.
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For more detailed information on this topic, please review our cross-border estate planning guide: www.swanwealth...
For more cross-border financial planning tips, please visit our website: www.swanwealth...
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Learn everything you need to know about RRSPs here:
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Planning a cross-border move from the US to Canada (or vice versa)?
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KEY TOPICS IN THIS VIDEO:
financial planning, canada, irs, 401k, estate planning, second citizenship, tfsa, global citizen, retirement planning, tax planning, wealth, probate, power of attorney, ira, cra, estate tax, cross border, immigration from usa to canada, immigrating from us to canada, leaving the us, leaving the usa, leaving the us for good, leaving the us permanently, second citizenship us, expat life, rrsp, probate, wealth management canada, estate planning canada, cross border estate planning
This video has been prepared by and expressed the opinions of John Woodfield and Tiffany Woodfield, and are not necessarily the opinions of Raymond James Ltd. (RJL). Statistics, data and other information presented are from sources RJL believes to be reliable, but their accuracy cannot be guaranteed. This video is for information purposes only and is not to be construed as an offer or solicitation for the sale or purchase of securities. Investors considering any investment should consult with their Investment Advisor to ensure that it is suitable for the investor’s circumstances and risk tolerance before making any investment decision. Past performance is no guarantee of future results. Information provided in this video is general in nature and should not be construed as providing legal, accounting and/or tax advice. Should viewers have any specific questions and/or issues in these areas, please consult your legal, tax and/or accounting advisor. RJL is a Member of the Canadian Investor Protection Fund. Raymond James (USA) Ltd. (RJLU), is a member of FINRA/SIPC. RJL and RJLU Financial Advisors may only transact business in provinces and/or states where they are registered.]
17 апр 2023
