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 US These items can include:

• Review of immigration applications
• Review and preparation of tax returns
• Procedures for importing vehicles, obtaining a mortgage and US credit card
• Managing a US investment portfolio
• Setting up a trust in Canada prior to departure
• Having estate planning documents written in the US
• Obtaining appropriate US insurance coverage
• Withdrawing your RRSPs in the most tax efficient manner
• 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 KeatsConnelly Financial Planner will guide you through the implementation of these Action Checklist items with our tax and investment experts, continuing to render advice, manage and monitor your financial affairs when you need it.