Estate Planning

How to protect pets in estate planning

Without a plan, a pet could be abandoned or go to an unintended guardian

By Michael McKiernan |March 7, 2024

4 min read

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