Episode 5: Estate Planning for Cross-Border Families скачать в хорошем качестве

Episode 5: Estate Planning for Cross-Border Families

In Episode 5, Joanne wraps up the cross-border wealth series with one of the most critical—and often overlooked—topics: estate planning for families with assets in both Canada and the U.S. From wills and trusts to powers of attorney, this episode lays out how to avoid costly cross-border probate nightmares and protect your loved ones from unnecessary legal and financial stress. 💡 You’ll Learn: Why having separate wills for Canada and the U.S. may be essential How trusts can help bypass probate and speed up estate distribution The role of powers of attorney—and why you may need them in both countries The top tax and legal pitfalls in cross-border estate planning How to work with the right professionals to ensure your wishes are honored across borders