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Tag Archives: cross border wealth management

Avoiding Cross-Border Financial Planning Pitfalls

Avoiding Cross-Border Financial Planning Pitfalls What’s the quickest way to turn traditional financial planning upside-down? Place a border in the middle of your tax and financial life. Financial, tax and estate planning can be a difficult undertaking for most individuals and couples.  Imagine the added complexities of planning between two …

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A checklist for U.S.-bound snowbird clients

In the second part of this two-part series on advising snowbird clients, Terry Ritchie of Cardinal Point looks at four important items that should be on a snowbird’s checklist as they prepare to head south for the winter. First, get familiar with the residency requirements for healthcare benefits in your …

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