Estate planning is a process that should be reviewed at various intervals during  a person’s lifetime.  Typically, major life events such as marriage, starting a family, receiving an inheritance,  becoming a resident or nonresident of Canada, divorce, illness etc. will give rise to a review of the estate planning measures in place.

U.S. citizens or families with U.S. beneficiaries need to take special care to ensure that their plans contemplate the tax laws of both Canada and the U.S.  Our specialized expertise together with our contacts with legal experts can help you through this process.