Problems for Canadian residents who inherit from U.S. trusts
The consequences of not having a will
What happens when a shareholder does not pay enough for the benefit he received.
How to navigate this delicate issue in estate planning
Verbal promises before death can trigger disputes
These documents will likely become more common.
There are only a few months left
Identify potential issues while the client is still alive
Currently, posthumously conceived children have rights in 12 U.S. states and one Canadian province (B.C.).
When clients sell their businesses, they’re usually unlocking wealth – which benefits their advisors.