KeatsConnelly Cross-Border Weekly Best of the Web 2015-11-20

web-search-greyEvery week we share news stories, blog articles and other interesting stuff from around the web that received the most views, shares, comments and overall interest on various KeatsConnelly social media outlets.

A bit of a departure from strictly cross-border matters this week, as we highlight three articles more focused on basic financial planning matters. The first two articles review estate planning issues. The third article reviews an interesting assumption often made, and reasons that assumption may be incorrect.

5 steps to estate planning success ( – You’re not alone. More than half of Canadians don’t have up-to-date wills and almost two-thirds haven’t prepared powers of attorney, according to a LawPRO survey. But most acknowledge they should have these important documents. A properly drafted will is the centerpiece of your estate plan. Dying “intestate” (without a valid will) means…

Four ways to make the most of inheritance dollars ( – My father was having a conversation with our youngest son recently. “When I’m gone, I’m going to leave you the farm,” my father said. “The entire farm – including the livestock, crops, tractor, the farmhouse and a few million in cash,” he continued. We weren’t expecting this news. My son then said: “Wow, Grandpa! Thanks! I didn’t even know you had a farm. Where is it?” My father looked at our son and said: “Facebook.” My dad was referring, of course, to the game FarmVille. As it turns out, my kids won’t be inheriting a large operating farm from Grandpa after all. They will, however, inherit something some day…

Do Millennials Fear The Stock Market? ( – New research from investment management firm BlackRock suggests Millennials are fearful of the stock market and sitting on too much cash in their accounts. It got me thinking – do Millennials really fear the stock market? Or are there other factors at work? Millennials came of age during the global financial crisis and Bernie Madoff Ponzi scheme era. They watched their parents lose half their retirement savings in just a few short months between 2008 and 2009…

Come back in next week for more interesting news and articles. Enjoy your weekend!

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Cross-Border Series
The Border Guide
Now available in its 11th edition, The Border Guide has sold over 80,000 copies and is considered the definitive cross-border financial tool for Canadians living, working and investing in the United States.
A Canadian's Best Tax Haven
This book will show you how to realize your dream of living a lifestyle in a climate that allows for year-round golfing and sandy beaches while lowering your taxes and cost of living.
Taxation of Canadians in America
This book addresses individual US taxation and estate planning issues you will face as a Canadian living in the US.
Taxation of Americans in Canada
US citizens and green card holders are subject to US tax regardless of where they reside in the world. Are YOU at risk?

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