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					The Canadian Estate Planners Inc.
 Helping Canadians To Reduce
     Their USA Estate Tax
“An Estate worth Building
   is an Estate worth
       Keeping.”



            ...Winston Churchill
$1,000's Canadian Federal Debt - Per Person
   25


   20         2006 Federal Debt =
                  $619 Billion

   15
           How Will This Affect Your
            Taxes In The Future?
   10                                          Who Will
                                                Repay
                                              This Debt?
    5


    0
    1952 1957 1962 1967 1972 1977 1982 1987 1992 1997 2002   2006
    * Statistics Canada figures
$1,000's          U. S. Federal Debt - Per Person
   30

             2006 Federal Debt =
   25
                  $8 Trillion
   20

   15      How Will This Affect Your
            Taxes In The Future?
   10
                                             Who Will
    5                                         Repay
                                            This Debt?
    0
    1952 1957 1962 1967 1972 1977 1982 1987 1992 1997 2002 2006
    * U.S. Treasury figures
“It requires a great deal of
boldness and a great deal of
caution to make a great fortune,

and when you have got it,
it requires ten times the wit
to keep it.”

          ..Ralph Waldo Emerson
The USA Estate Tax
       What is the U.S. Estate Tax?

• Tax on the Market Value of US Assets owned on
  the date of death


• Estate Tax is over and above any US or Canadian
Income Tax or Capital Gains Tax owing


•Tax Rate ranges from 18% to 46% of market value
(55% in 2011)


• Can be payable on 1st death,or on 2nd death of a
couple - or on both
       U.S. Estate Tax And Canadians

The Main Assets of Canadians Exposed to US Estate Tax:


 •   US real property and tangible US personal property


 • stocks of US companies, inside or outside of RSPs
     and RIFs


 • debts of US companies or persons
 • personally owned US-based life insurance
   Estate Tax Deductions and Credits

Exemption amounts differ depending whether you
 are a US person or a Non-Resident Alien


Canadian “Snowbirds” are Non-Resident Aliens


Deductions and Credits available to Non-Resident
  Aliens are limited - and most are prorated

The amount of available deduction varies from one
  family to another - based on a treaty formula
The Estate Tax Reduction Programme                  TM




The Canadian Estate Planners Inc. has studied the
effects of these problems - and after many years of
research, development, and negotiations - are proud
to introduce:


 The Estate Tax Reduction Programme                 TM




We have created this programme to reduce or
eliminate the US Estate Tax liability for Canadians who
own real estate in the USA
The Estate Tax Reduction Programme                        TM




If your USA-based property has a value of over $400,000
   and your worldwide estate is worth over $2,000,000 -
   - then you would probably benefit from

 The Estate Tax Reduction Programme                  TM




  We have created this programme to reduce or
  eliminate the US Estate Tax liability for Canadians who
  own a vacation property in the United States

      Feel free to contact us for your free Estate Tax
                     Reduction Report
Love is The Foundation of All
     Good Estate Plans
The Canadian Estate Planners Inc.
        1-800-267-5956

				
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posted:4/6/2010
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