Matt C. Altro was recently interviewed for an article which appeared on Advisor.ca. In the article, Matt addresses what US citizens living in Canada should do in light of FATCA if they have RRSPs. The article can be found below or at this link and includes information on the new agreement between Canada and the US [...]
David A. Altro was recently interviewed for an article which appeared on Advisor.ca and in the Advisor's Edge magazine. In the article, David explains some estate planning tools for Canadians who have U.S. assets and a world wide estate valued at or above $5.34 million. Click here to view the article online or scroll down to [...]
Apart from any other estate planning measures one might choose to implement, there is always a role for a well-planned will. However, the content of those wills depends on whether one or both spouses are US citizens. Mixed Marriage – One Spouse is a US Citizen In the case of a mixed marriage, the wills of [...]
Wealth Professional - U.S. clients aren't in the clear, warns Toronto advisor By Matt C. Altro February 11, 2014 Matt C. Altro was recently interviewed for a a follow-up article on after the publication of the story titled "Watch out! FATCA’s on your doorstep, warns Toronto advisor," both of [...]
David A. Altro and Jonah Z. Spiegelman recently co-authored an article which appeared on Advisor.ca and is scheduled to appear in the March or April 2014 edition of Advisor’s Edge magazine. In the article, David and Jonah explain the tax benefits of an estate freeze, which is a follow up piece on David’s recent article [...]
David A. Altro, Managing Partner at Altro LLP, was recently interviewed for an article which has appeared in the Montreal Gazette newspaper. In the article, David explains some of the buying trends that Altro LLP has noticed in light of the fluctuating Canadian dollar and various other cross border considerations. Click here to view the article [...]
Matt C. Altro was recently interviewed for an article which appeared in the online publication of Wealth Professional. In the article, Matt addresses what advisors and Americans living in Canada need to know about FATCA - Foreign Account Tax Compliance Act - as it will take effect on July 1, 2014. The article can be found [...]
I spent five glorious months of my law school career on exchange in L.A. I loved living in California: when the “winter” came, I couldn’t believe how warm it was. I drove to class every day with my sunroof open and palm trees gracing the sky above me. I got myself a cute little apartment in [...]
David A. Altro recently wrote an article which appeared on Advisor.ca and in the Advisor’s Edge magazine. In the article, David explains what is considered a US asset and the US estate tax implications for Canadians who have certain US assets. Click here to view the article online or scroll down to read and excerpt of [...]
Revocable trusts are a common estate planning tool in the U.S. Also referred to as living trusts and grantor trusts, they provide a method of avoiding costly probate and incapacity proceedings. A well written revocable trust will also include tax and creditor protection planning for future generations. In addition to all of these benefits, the individual [...]
