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cross border estate planning

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Kris Rossignoli of Cardinal Point Capital Management: “It is not just a simple matter of the business owner deciding “‘there’s a big market down there. Let’s start tapping into it.’”

Tax, financial details that can make or break move to U.S.

Kris Rossignoli, cross-border tax and financial planner with Cardinal Point Capital Management, on business, personal and estate planning considerations

February 27, 2024
Wealth

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Estate-plan pitfalls for the 1 million Americans living in Canada

Tax and estate laws in the two countries don’t jibe well, and cross-border ownership of real estate complicates things

April 3, 2023
Estate Planning

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