Current Estate Tax Exemption vs. Potential Reversion to Pre-Tax Cuts and Jobs Act Level
Preparing for the Future: Current Estate Tax Exemption vs. Potential Reversion to Pre-Tax Cuts and Jobs Act Levels For Americans
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Considering a Move to Canada? Here’s Why You Need Cross-Border Financial Planning
Interest in moving to Canada has surged dramatically over recent years. Canada’s appeal is well-founded. The country offers universal healthcare, a reputation for safety, and a generally high standard of living. For those seriously contemplating this move, understanding the intricacies of cross-border financial management is essential. This is where 49th Parallel Wealth Management can be an invaluable partner.
The Problem with Robo-Advisors: How It Affects Clients in the Grand Scheme of Financial Planning
The rise of robo-advisors has changed the landscape of wealth management, particularly for clients seeking affordable, accessible financial advice. Robo-advisors
Navigating the Complexities of Tax Planning and Compliance Across Borders
Navigating the Complexities of Tax Planning and Compliance Across Borders When individuals and businesses engage in cross-border economic activities, one
Understanding Immigration and Residency Laws: Navigating Visa Requirements and Paths to Citizenship
As globalization continues to expand, more individuals and families are exploring opportunities beyond their home countries. Whether it’s for professional
Strategic Retirement Planning Across the U.S. and Canada: Optimizing Pension Management and Fund Accessibility
As populations age and mobility increases, many individuals find themselves managing assets and planning for retirement across borders. Particularly between
Mastering Cross-Border Real Estate: Navigating Property Investment Between the U.S. and Canada
Investing in real estate across borders between the U.S. and Canada offers exciting opportunities for diversification and growth in your
Cross-Border Estate Planning: Navigating International Laws for Asset Management and Distribution
In an increasingly interconnected world, more individuals find themselves with assets spread across multiple countries, necessitating a nuanced approach to
Lucas Wennersten, CFA, CFP® (U.S. & Canada)
As a Chartered Financial Analyst (CFA) and a Certified Financial Planner (CFP) in the U.S. and Canada, with over a
Optimizing Banking and Financial Services for Cross-Border Clients: Navigating U.S. and Canadian Markets
For individuals and businesses engaged in activities across borders, particularly between the U.S. and Canada, choosing the right banking and
Navigating Business Expansion and Operations Across Borders: Insights for U.S. and Canadian Enterprises
Expanding a business into a foreign country is an exciting venture that offers growth opportunities and access to new markets.
The Evolving Role of Technology and the Primacy of Client Relationships
Cross-Border Wealth Management: Embracing Technology to Enhance Client Relationships and Financial Success In an increasingly globalized world, cross-border wealth management
Securing the Right Insurance Coverage Across U.S. and Canadian Borders
When managing assets, businesses, or personal affairs across the U.S. and Canada, one critical component that often requires careful consideration