Bridging the Border to Your Financial Future
After You Move to the U.S.
At Keats Connelly we provide our clients with an Action Checklist of tasks to be accomplished as part of every Cross-Border Plan we write. This Action Checklist typically includes 30-40 items that need to be addressed in order to successfully exit Canada and set up your affairs properly in the U.S. These items can include:
- Review of immigration applications,
- review and preparation of tax returns,
- procedures for importing vehicles, obtaining a mortgage and U.S. credit card,
- managing a U.S. investment portfolio,
- setting up a trust in Canada prior to departure,
- having estate planning documents written in the U.S.,
- obtaining appropriate U.S. insurance coverage,
- withdrawing your RRSPs in the most tax efficient manner, and
- getting the best foreign exchange rates.
Most Canadians need assistance understanding the importance of each action item and completing them in a timely fashion. Your personal Keats Connelly Financial Planner will guide you through the implementation of these Action Checklist items, and along with our tax and investment experts, continue to render advice, manage and monitor your affairs into the future.
Before You Move
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