Canadians with real estate or investments in Mexico face unique estate planning challenges. In our latest interview, North Road's Marshall McAlister speaks with David Connell, CEO of Connell & Associates in Mexico, about when an additional Mexican will is needed and when a Canadian will may suffice. David also talks about proper beneficiary designations with trust structures and how planning is essential to avoiding probate delays in Mexico.

If you will be in Mexico during the week of January 25, we are hosting four in‑person events focused on retirement planning, cross‑border investing, currency exchange, and tax considerations for Canadians living in or connected to Mexico.

Learn more and register at northroadic.com/mxevents