“If I die, my spouse will get everything”
This blog outlines the consequences of dying without a Will in Ontario and whether and how much a spouse will inherit under Ontario law.
21
04, 2017
Si je meurs, mon époux hérite-t-il de tous mes biens?
Ce billet présente les conséquences de mourir sans testament en Ontario mais aussi comment un époux hérite des biens du défunt en Ontario.
20
03, 2017
Foreign Exchange Capital Gains
Selling US Real Estate when the Loonie is Down: You’ve Made a Foreign Exchange Capital Gain.
20
03, 2017
Les gains en capital sur change étranger
La vente de l’immobilier américain quand le dollar canadien est en baisse : Vous avez réalisé un capital en gain sur change étranger.
16
02, 2017
Trump’s US estate tax promise & leaving assets to an American
Will Trump make good on his promise to repeal US estate tax? How do these anticipated changes affect Canadians leaving assets to kids living in the US?
13
04, 2015
Cross Border Estate Planning: Gifting to US Resident Children
Cross Border Estate Planning: Gifting to US Resident Children By Heela Donsky Walker April 13, 2015 Canadian parents are no strangers to losing their kids to the US – some may leave Canada to study in the US never to return, while others are recruited by US companies and sponsored by [...]
13
04, 2015
Planification successorale transfrontalière : la donation aux enfants résidents aux États-Unis
Planification successorale transfrontalière : la donation aux enfants résidents aux États-Unis Par Heela Donsky Walker Le 13 avril 2015 Les parents canadiens ont l’habitude de voir leurs enfants déménager aux États-Unis. Certains partent pour leurs études et ne reviennent jamais, tandis que d’autres sont recrutés par des sociétés américaines [...]
18
02, 2014
Planning for Disabled Beneficiaries in Ontario
Planning for Disabled Beneficiaries in Ontario By Heela Donsky Walker February 18, 2014 Whether you own Cross-Border assets or not, when dealing with the transfer of assets to a disabled beneficiary who is resident in Ontario, special planning may be needed to preserve your disabled beneficiary’s entitlement to certain [...]
26
09, 2013
RRSPs – Cross-Border Rollovers and Other Opportunities for Tax Deferrals & Savings
The owner of a registered retirement savings plan (“RRSP”) (whether before or after its maturity) is deemed to have disposed of the account upon death and the full value of the RRSP is brought into the deceased owner’s income in her terminal income tax return. Tax Rollovers This tax burden can be deferred where the RRSP [...]