News and resources for Canada's top financial advisors
Estate Planning
If you have a client who is married to a United States (U.S.) citizen or a dual citizen, you may need to advise the person to watch out for U.S. estate tax. U.S. estate tax is a wealth transfer tax levied upon death, on the fair market value (irrespective of any accrued gains in value) […]
By Nadja Ibrahim and Christopher Gandhu |May 19, 2009
4 min read
Planning and Advice
May 8, 2024|5 min read
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February 15, 2024|3 min read
December 20, 2023|3 min read
Tax & Estate
January 17, 2024|4 min read
October 26, 2023|4 min read
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