Episode 61 - Understanding Cross-Border Tax and Estate Planning with Jonah Spiegelman
In this episode of Your Estate Matters, Nicole speaks with cross-border estate planning expert Jonah Spiegelman of Polaris Tax Counsel. Together, they explore the complex tax and legal challenges facing U.S. citizens living in Canada and Canadians with U.S. ties. Topics include annual U.S. filing obligations, estate and gift tax interactions, registered accounts like TFSAs and RRSPs, U.S. real estate ownership, and the pitfalls of improper estate planning. Jonah emphasizes that personalized, knowledgeable advice is essential to avoid costly mistakes, double taxation, and penalties for those…
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