Episode 59: The Cross-Border Estate & Tax Mistakes Canadians Can’t Afford to Make
Description
What happens to your estate and taxes if you’re a Canadian living in the U.S.? 🤔 Many people assume their Canadian will and financial plans will carry over—but cross-border estate and tax laws are far more complicated than they seem.
In this episode, Gerry Scott sits down with Carol Sadler, a cross-border tax professional from Achen Henderson, to break down the biggest financial, legal, and tax mistakes Canadians make when moving to the U.S.—and how to avoid them.
They discuss:
✅ Residency & Tax Rules – Why “where your feet are” matters for Canadian tax status.
✅ Estate Planning Pitfalls – Why keeping only a Canadian will could create major legal delays in the U.S.
✅ Cross-Border Executor Issues – Can your Canadian kids legally settle your U.S. estate?
✅ U.S. Estate Tax Risks – How high-net-worth individuals can reduce tax exposure.
✅ Banking & Financial Hurdles – Why opening U.S. estate accounts is harder than you think.
✅ The #1 Legal Document Every Snowbird Needs in the U.S.
From common estate pitfalls to practical tax solutions, this episode is packed with expert insights to help Canadians navigate cross-border financial life with confidence.
📌 Want to avoid tax surprises? Download the Snowbirds US Day Tracker App to track your days in the U.S. and stay compliant with immigration and tax rules.
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