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Snowbirds need to know the rules of their roost.Getty Images/iStockphoto

Wintering in the southern United States may seem like a laid-back lifestyle, but there's a lot of financial planning that goes into moving money and assets across borders.

Earlier, cross-border financial planner Robert Keats joined the Globe for a live chat and took your questions about living, investing and doing business in the United States.

Robert is the founder and president of KeatsConnelly, a cross-border wealth management firm, and author of A Canadian's Best Tax Haven: The U.S. and The Border Guide: A Guide to Living, Working and Investing Across the Border.

Mobile readers can read the discussion here.