So you're not an estate lawyer; that doesn't mean you should steer clear of trusts. These legal structures can be powerful planning tools, allowing clients to reduce taxes, split income, and ensure their final wishes are carried out to the letter.

By Staff |May 16, 2012

3 min read

Proposed U.S. immigration reforms could impact older clients

Recently, several advisors and clients have asked us about the so-called snowbird visa being proposed in the U.S. A cross-border financial-planning firm has been strongly encouraging Canadian snowbirds to contact U.S. senators, congresspeople and sponsors of this bill to push the proposed legislation forward.

5 min read

Will the Buffett Rule pass?

U.S. President Barack Obama has made the case that whoever wins the upcoming election will face an economy still recovering from the “worst economic calamity since the Great Depression” and many Americans will still be looking for jobs and lacking financial security.

April 10, 2012

2 min read

India irks international investors

Notorious for its tight capital controls and glacially paced market reforms, India has now displeased foreign investors with a bevy of new taxes proposed recently in the Finance Bill 2012. The international media wasted no time in drawing attention to the widespread concern for, and reconsideration of, the costs and benefits of investing in India. […]

2 min read

Tax

E-mail fraud causes tax trouble

New U.S. tax rule fuels frustration

How to destroy an inheritance

Help clients understand trusts

IFIC seeks changes to FATCA

Tax cheats beware

Taxpayer gets second chance

Proposed U.S. immigration reforms could impact older clients

Will the Buffett Rule pass?

India irks international investors