Alter Ego and Joint Partner Trusts for U.S. Persons

 May 26, 2022 |Charles W. Cullen III
Last week we took a look at Alter Ego and Joint Partner Trusts. Now, we examine situations where a U.S. person who is a Canadian resident is involved. For more information, please reach out. Click Here
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Alter Ego and Joint Partner Trusts

 May 20, 2022 |Charles W. Cullen III
The use of trusts are still a key part of many estate plans. This article provides you with the benefits and drawbacks of Alter Ego and Joint Partner Trusts. For information on estate planning, please reach out. Click Here
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Locked-in Retirement Plans

 May 12, 2022 |Charles W. Cullen III
What happens to your pension when you leave your employer? Often, you will be given the option to transfer all or part of a lump-sum payment to a locked-in retirement account on a tax deferred basis. There are various types of plans, which can depend...
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Old Age Security and other government income sources

 May 06, 2022 |Charles W. Cullen III
As you enter retirement and approach age 65, many have questions about different government benefit programs, including Old Age Security. This article covers benefits you may be entitled to receive as well as strategies to maximize those benefits. To...
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