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Our FREE quarterly email newsletter will be sent to you commencing in the Fall of 2019.

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The newsletter contains invaluable information, tips and strategies and pitfalls to avoid on all aspects of the Snowbird lifestyle for Canadians. This includes special issues such as: charitable giving, trusts, tax planning, legal issues, dealing with US assets, business succession planning, retirement and financial planning, avoiding family conflict, enduring powers of attorney, living wills, insurance, real estate, vacation properties, probate, selecting professional advisors, selecting retirement homes, funeral planning, and much more.

The purpose of the newsletter is to provide Canadian-relevant information, guidelines, tips to follow and pitfalls to avoid in order to enhance your awareness. It is important that you obtain independent professional advice customized to your unique circumstances and wishes. Laws and regulations are in constant change, and everyone’s situation is different.

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