Select How to Choose an Executor How to Choose an Executor

How to Choose an Executor

Choosing an executor is a decision that carries significant importance and responsibility. Your executor will handle your estate, ensuring your assets are distributed according to your wishes, and that any outstanding debts or taxes are settled. Given the legal, financial, and emotional weight of this role, it’s essential to select someone who is both capable…

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Moving to Canada from Florida – Should I keep our investments with our US broker?

Moving to Canada from Florida – Should I keep our investments with our US broker? Key Points Moving to Canada from Florida requires careful consideration of whether to keep investments with a U.S. broker. U.S. brokers may face restrictions in managing accounts for Canadian residents, potentially limiting investment options. Keeping investments with a U.S. broker…

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