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The O'Keeffe-Basu Group
Home
Our Team
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For Your Estate & Wealth Protection
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Business owners
Financial Planning
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Tax & Estate Planning
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Tax & Estate Planning
Death and Taxes in the USA
U.S. citizens living in Canada and non-U.S. citizens who die owning U.S. situs property such as U.S. real estate or stocks in U.S. companies could be subject to a tax bill from the U.S. Government on their death.
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What's Up Dock? Tax and Estate Planning For Your Vacation Property
A vacation property such as a cottage often holds sentimental to its owners and it is a goal of many owners to be able to pass this property along to the next generation to enjoy. As such, many questions arise as to the transfer options that might be available and the income tax and other implications that should be considered.
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Willpower – Common Will Planning Mistakes and How To Avoid Them
A will is the core of an estate plan and is crucial in ensuring that your wishes regarding the distribution of your assets are followed. However, there are a few common mistakes that individuals.
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