Cross-border wealth planning is crucial for individuals with ties to both the US and Canada. Proper estate and tax planning can help avoid costly mistakes and ensure your legacy is protected. It's essential to assemble a cross-border team, including a financial advisor, accountant, and lawyer, to navigate complexities and avoid double taxation. Working with a single advisory team can streamline management and reduce risk. Researching qualifications and ensuring a good fit with your team will enhance your financial planning and investment management.
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