US Personal Tax


Estate Planning

Part of your legacy comes down to how your wealth is preserved, and how things are handled when you’re gone. Our team of US tax lawyers and Certified Public Accountants provide complete peace of mind that everything is taken care of with comprehensive tax strategies tailored to your situation. Estate planning includes:

  • Planning to minimize tax on death
  • Post-mortem tax planning
  • Probate planning
  • Use of testamentary trusts in will planning
  • Use of trusts to acquire certain foreign assets
  • Use of trusts to assist in asset optimization planning
  • Use of trusts to assist in succession planning
  • Will and succession planning for US citizens and green card holders who hold international assets
  • Providing support for estate litigation cases
  • Double taxation avoidance

Tax Flowcharts

Simplified flowcharts to help you navigate the various tax processes.

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Tax Tables

Personal and corporate tax tables for both Canada and the United States.

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MTSnowbird App

An essential app for Canadians who regularly travel to and stay in the United States.

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External Links

External resources of interest related to tax, law and accounting.

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Moodys Private Client Firm Brochure

the complexity
of tax.