Oliphant Wealth Management

Executor selection : where will they be living when you call them to action? A good article on some of the practical considerations.

Estate & Trust Services www.paperturn-view.com

Capital gains inclusion rate change encourage you to SELL? Understand your tax obligations and potential planning opportunities to minimize taxes to Canada.

Implications of Selling Canadian Real Estate as a Non-Resident of Canada (Revised) raymondjames.ca

Morgan Housel released an interesting podcast titled "Do it your own way". I think its worth a listen and relevant to the process of designing a plan.

https://podcasts.apple.com/us/podcast/the-morgan-housel-podcast/id1675310669

5 Reasons Why Financial Planning Is Key to Reaching Your Goals raymondjames.ca

What about the U.S. election? Michael Cembalest providing this very thoughtful (and detailed) analysis.
One takeaway - Tax revenues to fall below Entitlement+Interest regardless of party.

Mind the Gap: a historically polarized US election jpmorgan.com

Are you ready to spend the weekend 'winding down' your cottage? How about another hour or two to look after an eventual permanent winddown?

What to consider in your succession plan for the Family cottage raymondjames.ca

Getting along with others. The IRS and your estate.

Michael Jackson’s Heirs Have Not Received Any Money Amid Estate’s IRS Dispute rollingstone.com

Who's leaving? "The number of people moving from Canada to the U.S. hit 126,340 in 2022. That's an increase of nearly 70 per cent over the 75,752 people who made the move in 2012."
Adjusted for a growing and aging population, is the statistic just as alarming?

Emigration from Canada to the U.S. hits a 10-year high as tens of thousands head south www-cbc-ca.cdn.ampproject.org

Is it just me, or is everyone talking about home prices lately?
https://www.raymondjamesconnect.com/a6dkEt

The executor fee you pay your child is taxable income to them !!!
If you don't want to share the fee with the CRA it takes planning.

How executors get paid in Canada moneysense.ca

A life that spans borders provides an uncommon perspective and often a complex financial picture.

We love complexity! That's why we moved to RJ three years ago - best resources for our team that is Cross Border licensed. , ,

Your American and Canadian cross-border finances, simplified. www.rjlu.com

The following checklist is intended to be a guide to help anyone facing the responsibilities and duties of an attorney for property. It is important to consider whether you are naming the appropriate individual for the role.
If your accepting the role, consider it after consultation with people who really know what the job entails. The lists don't mention the challenges !

Power of attorney www.raymondjames.ca