Search Results for ‘estate taxes’

I know that in most provinces, estate/probate fees can be evaded if you have a joint account with right of survivorship any one to sign. But can I use a joint account located at a Canadian brokerage to hold large amounts of US stocks (think above US$5, 500, 000) and have the assets pass directly...

From what I understand, the IRS can go after you for Estate taxes (Upon death) if you have $60,000US taxable assets AND $2M in total worldwide assets. (doesn't apply to US Securities held in an RRSP). If you hold a Canadian mutual fund that holds US assets, does that count toward the $60,000...