Update on Virtual Witnessing of Wills and Powers of Attorney in Ontario

Update on Virtual Witnessing of Wills and Powers of Attorney in Ontario

by | Jul 19, 2021 | All, Cross Border Estate Planning, Cross Border News, Cross Border Tax & Estate Planning Blog, Cross Border Tax Planning, From the Blog, Publication

Zaina KottisJuly 19, 2021 Please note that the content below is only applicable in the province of Ontario. Historically, in Ontario, according to the Succession Law Reform Act, subject to limited exceptions (such as holograph Wills, which are Wills made entirely in...
Potential US Tax Changes Canadians Should Keep Their Eye On

Potential US Tax Changes Canadians Should Keep Their Eye On

by | Jun 10, 2021 | Bradley R. Thompson, Cross Border Estate Planning, Cross Border News, Cross Border Tax & Estate Planning Blog, Cross Border Tax Planning, From the Blog, Immigration, In the News, Publication

We are now six months into a US government with a Democratic presidency and both houses of Congress. The expectation has been that there would be significant tax changes, possibly reversing some of the changes made under President Trump’s administration. In...
What U.S. tax proposals mean for Canadians

What U.S. tax proposals mean for Canadians

by | May 26, 2021 | Cross Border Estate Planning, Cross Border News, Cross Border Tax & Estate Planning Blog, Cross Border Tax Planning, David A. Altro, From the Blog, Immigration, In the News, Publication

David A. Altro Special to the Advisor’s Edge May 26, 2021 We are very pleased to share that partner David A. Altro was asked to prepare a special for The Advisor’s Edge, which was published on May 26, 2021. His article is titled “What U.S. tax...