Your Estate Matters
Episode 25 - Estate Planning for Canadians with U.S. Assets with Cheyenne Reese
24 Mar 2025
In today's episode, Nicole and Greg chat with Cheyenne Reese, a partner at Legacy Tax and Trust Lawyers, to explore the intricacies of cross-border estate planning between Canada and the United States. Cheyenne sheds light on the significant differences in tax laws, the challenges of managing assets across borders, and the implications for U.S. citizens or green card holders living in Canada. The discussion covers practical strategies for expatriation, managing vacation properties, and the importance of professional guidance to navigate these complex issues effectively.--Follow Cheyenne Reese:Website - https://www.legacylawyers.com/lawyer/cheyenne-reese/LinkedIn - https://ca.linkedin.com/in/cheyenne-reese-18a21124Follow Heritage Trust:Instagram - https://www.instagram.com/heritagetrustbc/Website - https://heritagetrustcompany.ca/ Get the Essential Estate Planning Checklist for Canadians:https://www.estateclub.ca/estate-planning-checklist
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