29-09-2026 08:54 via moneysense.ca

Cross-border estate planning: Don’t forget to update these documents

Most Canadians know they should have a will, yet fewer stop to consider whether their Canadian estate documents will work as intended when U.S. real estate, retirement accounts, or other cross-border assets enter the picture.Consider Matt and Sandra, a retired Ontario couple who bought a vacation home in Arizona 15 years ago. Matt also has an IRA from a period spent working in the United States. Their Canadian wills were updated when they retired, but the beneficiary designation on Matt’s
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