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

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

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

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

By Rudy Mezzetta |November 29, 2023

5 min read