CJAD Radio – The Fifth Season: Snowbirds Season

by | Nov 1, 2018 | Media, Radio

In a recent CJAD 800AM Dollars & Sense radio show, our President & CEO Matt C. Altro and our Executive Vice-President David A. Altro discussed how Snowbirds can effectively plan and prepare for a move to the US and domestic estate planning considerations for Snowbirds with US property. The radio show which aired on September 25, 2018 had both Matt and David going into detail on a wide variety of factors. Topics included investing in a US vacation property, tax planning for a move to the US, incapacity planning, Quebec estate planning in Wills, retirement planning for a move to the US, and tax planning & residency for a move to the US. Matt and David also answered caller questions throughout the show.

If you have questions for our cross-border professionals, we invite you to submit your question(s) via our website, and we will try to answer as many of them as possible during our next radio show. To submit your question(s) please follow this link, and tune-in to our next radio show to hear the answers!

We invite you to use the media player below to listen to our show from September 25th and to click here to view future radio show dates.

MCA Cross Border Advisors, Inc. is a registered investment adviser. Information presented is for educational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any specific securities, investments, or investment strategies. Investments involve risk and, unless otherwise stated, are not guaranteed. Be sure to first consult with a qualified financial adviser and/or tax professional before implementing any strategy discussed herein. Past performance is not indicative of future performance.>