Estate Planning

Want to remove an executor? The bar is high

Estate Planning

Want to remove an executor? The bar is high

Communication is key to preventing contentious estate administration

By Rudy Mezzetta |January 19, 2024

4 min read

Inheriting U.S. individual retirement accounts

Estate Planning

Inheriting U.S. individual retirement accounts

Make sure cross-border clients know the rules and avoid a tax surprise

By Curtis Davis |December 5, 2023

4 min read

CRA provides temporary relief for bare trusts under expanded reporting regime

Estate Planning

CRA provides temporary relief for bare trusts under expanded reporting regime

Many clients will have a reporting obligation and not know it

By Rudy Mezzetta |December 1, 2023

3 min read

Filing the deceased’s income tax return

Estate Planning

Filing the deceased’s income tax return

For executors, the deceased’s tax history can be an issue

By Rudy Mezzetta |November 29, 2023

5 min read