Cross-Border Families Warned of Potentially Adverse U.S. Compliance Implications and Taxation of Family TrustsToronto, ON, Feb. 06, 2026 (GLOBE NEWSWIRE) -- Cross-border estate plans created decades ago can trigger severe legal and financial consequences, especially when a Canadian family trust beneficiary becomes a U.S. citizen or resident.
Cardinal Point Wealth Management Releases New 2025 Cross-Border Retirement Guide for High-Net-Worth FamiliesToronto, ON, Dec. 06, 2025 (GLOBE NEWSWIRE) -- Cardinal Point Wealth Management has issued a 2025 advisory to help high-net-worth families navigate the complexities of retirement when assets, income, or family ties span both Canada and the United States. With dual taxation, differing retirement systems, and evolving estate and healthcare rules, complicated cross-border planning requires a highly coordinated approach.
