Frequently Asked Questions

Cross Border Tax & Estate Planning Questions for Canadians with US Assets:

  • Should your U.S. residence be in your name alone, with spouse, with children, in a corporation or in a U.S. Trust?
  • Can you qualify for a mortgage in the U.S.?
  • Can you sign the documents in Canada?
  • Is there a U.S. capital gain tax payable if you sell your U.S. residence?
  • Who will inherit your U.S. residence upon your death?
  • Is your Canadian Will valid in the U.S.?
  • Is your Canadian Incapacity Mandate valid in Florida?
  • Is there a way to avoid the expensive and time consuming U.S. Probate procedures?
  • Will your U.S. residence be taxed upon your death?
  • If so, is there anything you can do to eliminate the tax?