The Internal Revenue Service recently announced 2024 annual inflation adjustments for more than 60 tax […]
2024 Annual Inflation Adjustments from the IRS – Cross-Border Implications Continue Reading
Tune in and learn some tips on how to possibly avoid Probate in the future!
Avoid Probate Continue Reading
Transfer Certificates are releases of the Federal estate tax lien on a decedent’s property. They are issued by the Internal Revenue Service (IRS). The estate administrator (personal representative, executor, successor t…
What is a Transfer Certificate from the IRS Continue Reading
The United States Congress enacted tax legislation, ushering in several changes to the wealth transfer tax system, which took effect on January 1, 2018. Under the new law, the federal estate, gift and generation-skippin…
False Hope: U.S. Estate Tax Exemption Increased Continue Reading
1. Understand how the U.S. Estate Tax affects your estate.
U.S. Estate Planning Checklist for Snowbirds Continue Reading
So, you’re the Personal Representative of an estate of a deceased Canadian with a vacation home in Florida (or a cottage in Michigan) with a fair market value on the date of death of $400,000 and an account at Bank of Am…
(Estate) Tax Treaty Relief for Canadians with U.S. Property Continue Reading
