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Wills

Posted date : Jan 13, 2023

I would like to address your response to Jeff from Calgary regarding a U.S. will. We were also in the process of updating our wills and our lawyer recommended that we have a U.S. will…..

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Travel Insurance question

Posted date : Jul 21, 2022

We are new to being snowbirds. Please tell me that there is a travel insurance plan out there which covers you for 150 days without having to come across the border every 30-33 days?

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Wills and POAs

Posted date : Dec 16, 2021

Our lawyer advised that it would be best to have a U.S. POA done (in the U.S.), as a lot of places do not recognize a Canadian version and won’t allow them to be used. What are your feelings on this?

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Florida Will and POA

Posted date : Aug 9, 2019

I am writing to you regarding an article in Magazine Issue 110 regarding wills in the U.S. Your response was NO, one does not need a special will for the U.S.

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Gifting my U.S. home to my son living in the U.S.

Posted date : May 14, 2019

My wife and I own a home in Arizona and are thinking of transferring ownership to our son, who lives in Arizona. We bought the house in 2006. We live in Canada. Would we have any capital gain to report, as this is not a sale but a gift to our son? Then could he […]

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Wills

Posted date : May 14, 2019

We own a house in Florida, where we spend three months of the year. We made a will in Canada leaving that house to our children. Now, a Canadian snowbird neighbour in Florida tells us that we should make a U.S. will for our U.S. property to make things easier for our kids when we […]

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Estate tax and wills in the U.S.

Posted date : Nov 4, 2017

Dear Bird Talk, My wife and I own a home in Arizona. Can you give guidance concerning the estate tax? Specifically, circumventing it. Should we have a separate will for the U.S.? Should we have our children’s names on the title? Any advice would be greatly appreciated. W Delorme Calgary, AB Response: Ed.: For persons […]

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Entrance Fee at Extravaganza

Posted date : Nov 4, 2017

Dear Bird Talk, We think there should be a charge for non-members at the Extravaganzas. We went to the one in Lakeland. There were so many people we could not enjoy ourselves. One or two dollars would help all the good work you try to do. We know sponsors pay for some of the cost […]

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