Protecting your assets and ensuring that you and your family members continue to benefit from them requires proper tax and estate planning. For many people a desire to avoid issues that they would prefer not to expend time, money and energy on coupled with the complexity of the laws governing tax and estate planning dissuade them from undertaking the necessary planning.
Inadequate planning can have far reaching consequences not only during your life but also after death that with which your family members will be saddled. If you are an American living in Canada, a Canadian living in the United States or you have family spread out between Canada and the United States, tax and estate planning takes on an even greater complexity that few Canadian or American lawyers are used to tackling.
At Bellwether, our team of legal professionals has over 25 years of combined experience in helping Americans in Canada and Canadians in the United States put in place the required tax and estate planning to protect their assets during their life and afterwards. Our knowledge of US and Canadian tax rules, their interplay under the Canada-US Income Tax Treaty and our ability to serve our clients in both Canada and the United States through our offices in both countries allow us to best serve our clients and provide them with custom-made tax and estate planning solutions