by Olga | Sep 30, 2026 | All, Cross Border Estate Planning, David A. Altro
David Altro | September 30, 2026 A Toronto executor walks into the bank with a will, a death certificate and the deed to a Florida condo, expecting to wrap things up in a month. The bank asks for a court certificate. So does the land registry. And the Florida...
by Olga | Sep 30, 2026 | All, Cross Border Estate Planning, David A. Altro
David Altro | September 30, 2026 Every fall, long-time snowbirds ask us the same question: “We already spend five months in Florida. Why not just move?” For many families the answer is yes. But the move is not a change of address. It is a change of...
by David A. Altro | Oct 16, 2022 | 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
Eric Miller October 16, 2022 The US is the only country other than Eritrea that taxes its citizens on their income regardless of their residence. Whether they know it or not, American citizens living abroad, their families, descendants, and the corporations they...
by admin | 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...
by Bradley | 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...
by David A. Altro | 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...
