EP 52 - Are your Retirement Assets Exposed to US Estate Tax?
Description
Think US estate tax doesn’t apply to you as a Canadian? Think again — you could be in for a costly surprise.
Specifically, we are going to discuss:
What is the US Estate Tax
Two questions you need to consider to determine if you are required to pay US estate tax
Upcoming changes in 2026 that could expose your worldwide estate tax
Strategies to consider to help mitigate or eliminate your exposure
Lastly, I will finish up with some action items to help address some potential shortfalls in your current plan.
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EPISODE RESOURCES:
United States
