Henson Trust

April 04, 2022 |Charles W. Cullen III
This is important. We can help disabled loved ones after we pass away. Let me know if you have any questions. Click Here
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Are you thinking of leaving the U.S. tax system?

November 11, 2021 |Charles W. Cullen III
From a tax prospective, as U.S. citizens, even though we currently reside outside of the U.S., we are subject to the U.S. tax system. This may result in certain U.S. income tax obligations, even if we don't earn U.S. source income. Renouncing U.S. citizenship...
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Moving from Canada to the U.S.

November 04, 2021 |Charles W. Cullen III
I regularly have clients who move from Canada to the U.S. We help their planning before they move and after they move. Please call us with any questions to see if we can help. Click Here
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Living/Family Trusts

September 17, 2021 |Charles W. Cullen III
A living trust can be an effective wealth planning tool, facilitating income splitting, business succession planning and charitable giving. This article provides a general overview of living trusts in Canada. Click Here
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U.S. Estate Tax for Canadians

July 09, 2021 |Charles W. Cullen III
There are many ways that Canadians can be impacted by the U.S. estate tax. And there are ways to lessen the exposure. Call me with any questions. Click Here
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Estate Planning for Your RRSP or RRIF

June 22, 2021 |Charles W. Cullen III
In many cases, RRSPs and RRIFs can be a significant part of one's wealth. This article discusses many implications when considering your RRSPs/RRIFs in your estate plan. Any questions? Call me. Click Here
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Charitable Donations

May 26, 2021 |Charles W. Cullen III
It's exciting for me to see my clients supporting charities that are important to them. We also receive a meaningful tax credit when giving. Let me know if I can help. Click Here
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Moving to Canada

May 14, 2021 |Charles W. Cullen III
Are you a newcomer to Canada or have you returned to Canada after an extended absence? Having immigrated 12 years ago, I can say this is a great article. Have financial questions about immigrating to Canada? Call me. Click Here
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Taxation of Canadian Registered Savings Plans for U.S. Persons

May 10, 2021 |Charles W. Cullen III
There are a variety of registered savings plans in Canada (RRSP, TFSA, RDSP, and RESP). U.S. citizens (living in Canada) are subject to different tax regimes. Please see the attached article for more information. Click Here.
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U.S Foreign Trust Rules for Canadian Trusts

May 04, 2021 |Charles W. Cullen III
While trusts are an important tool in Canadian tax and estate planning, these foreign trust rules may make them less desirable where they involve a Canadian resident who is also a U.S. person. This article contains a few key points to consider. Click...
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