The Volunteer Income Tax Assistance (VITA) Program
The Volunteer Income Tax Assistance (VITA) Program: Free Tax Help Today, a Stronger Financial Profession Tomorrow The IRS Volunteer […]
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Affirmative Allocation of the GST Exemption: What It Is, Why It Matters, and How To Do It Right
Affirmative Allocation of the GST Exemption: What It Is, Why It Matters, and How To Do It Right In U.S.
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The Exclusive Citizenship Act of 2025 vs Bill C-3
The United States and Canada have introduced two very different citizenship approaches in 2025, and for cross-border families the implications
Reverse QTIP Election: The Smart Way to Use the First Spouse’s GST Exemption
A reverse QTIP election is a targeted generation-skipping transfer (GST) planning tool that lets the first spouse to die apply
What Is the “Three-Year Rule” In U.S. Estate Planning?
What Is the “Three-Year Rule” In U.S. Estate Planning? In U.S. trust and estate planning, the “Three-Year Rule” is
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Can You Keep an RDSP After Leaving Canada?
Can You Keep an RDSP After Leaving Canada? Cross-Border Tax Implications and the 10-Year Repayment Rule Explained Meta Description: Moving
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Understanding Structured Notes: What They Are and How They Work
Understanding Structured Notes: What They Are and How They Work – Lucas Wennersten In today’s complex investment landscape, many investors
The Hidden Dangers of Reciprocal Trusts
The Hidden Dangers of Reciprocal Trusts When it comes to advanced estate planning, many high-net-worth families turn to irrevocable trusts
Cross-Border Estate Planning Checklist (for Family + Individuals) with resources
You’ve worked hard to build a life that crosses borders — but protecting that legacy takes smart planning. Whether you’re
