Montreal, Quebec – November 29, 2012
On the November 29th episode of Dollars and Sense on CJAD 800 AM, host and Certified Financial Planner, Matt Altro and legal expert David A. Altro present to listeners The Altro Bucket List – 10 Things To Do Before You Die.
While taking live caller questions on the topics of trusts, cross border trusts, US estate tax and probate, this Top 10 List is explored in detail and discussed by our experts:
The Altro Bucket List – 10 Things To Do Before You Die
1. Freeze – Do an estate freeze
2. Transfer … US property out of your name
3. Count … your days in the US
4. Eliminate … US estate tax
5. Notarize … your Quebec will
6. Protect … your heirs
7. Withdraw … your RRSPs
8. Gift – Gifting in 2012 as a US citizen
9. Buy … insurance
10. Watch … the news for changes in the law
The list above links to various topics of discussion including Canadian capital gains tax, Florida probate, incapacity, cross border trusts, US estate tax. taxes, gifting as a US citizen, the fiscal cliff and many more.
To listen to the whole show, simply click on the audio players below.
Part 1 (Freeze)
Part 2 (Transfer, Count, Eliminate)
Part 3 (Notarize, Protect)
Part 4 (Withdraw, Gift)
Part 5 (Buy, Watch)