Your Retirement Portfolio May Be Exposed to US Estate Tax (EP 52)

Learn more about the Fundamental Retirement Plan: https://www.fundamentalwealth.ca/get-startedMany Canadians are surprised to learn that owning certain U.S. assets could expose their estate to U.S. estate tax filing requirements and potentially significant taxes.In this episode of Retiring Canada, we discuss how U.S. estate tax works, which assets may create exposure, and the planning strategies Canadians should consider to help reduce potential risks.You will learn how U.S. real estate and directly held U.S. stocks are treated for estate tax purposes, the two key questions that determine potential exposure, and why upcoming changes to U.S. estate tax exemptions in 2026 may impact more Canadian families than many realize. We also explain how Canadian listed ETFs and mutual funds are treated differently than directly held U.S. securities.We also cover several planning strategies that may help mitigate exposure, including ownership structuring, tax treaty considerations, insurance solutions, and ongoing estate monitoring.This episode is for Canadians who own U.S. property, directly held U.S. investments, or substantial worldwide assets and want a better understanding of potential cross-border estate planning risks. WANT EVEN MORE RETIREMENT PLANNING TIPS?Join thousands of other Canadians and subscribe to the ⁠Retiring Canada Newsletter.⁠https://www.retiringcanada.ca/retirement-newsletterAs a thank you, you'll receive a copy of our latest Retirement Guide AND MORE!EPISODE RESOURCES:📊 Work with Michael: https://fundamentalwealth.ca/get-started💻 Subscribe to the Newsletter: https://www.retiringcanada.ca/retirement-newsletter👉 Download Our Latest Retirement Guide: https://www.retiringcanada.ca/retirement-guide✏️ Submit Your Question: https://www.retiringcanada.ca/submit-your-question🌐 Retiring Canada Website: https://www.retiringcanada.caUS Estate Tax Calculator  More Information on US Estate Tax