This blog post was written by: Mina Mattia, Estate and Trust Consultant, Scotiatrust Montreal Estate planning in Quebec is often misunderstood, overlooked or postponed. Quebec’s civil law system also differs from the rest of Canada, which means that rules about wills and succession can surprise people. Here are some common…
This blog post was written by: Rebecca Tong, Senior Manager, Scotiatrust Tax Services, Vancouver Ever thought about gifting a property to your children? As most parents would think – yes why not and what is the big deal? I recently had this very discussion with my own aging parents, and…
This blog post was written by: Alicia Mossington, Estate and Trust Consultant, Scotiatrust London Although almost 18 years have passed since the release of the decision in Pecore, questions about joint ownership of assets in estate planning continue to be the number one items raised by estate planning clients for…
This blog post was written by: Dave Madan, Senior Manager, Scotiatrust Digital assets have become an increasingly common topic in estate planning. What once seemed like a niche hobby has turned into a meaningful part of some clients’ financial picture. From cryptocurrency to NFTs and even online gaming inventories, these…
This blog post was written by: Melissa Plunkett, Director, Scotiatrust On Friday, September 26, 2025, when CTV news published their story “Daughter hit with $660,000 tax bill when both parents died in the same year”, I was inundated with texts and DMs from friends and family asking me if this could…
This blog post was written by: Taylor Sergeant, Associate Estate and Trust Consultant, Scotiatrust Ottawa When it comes to estate planning, few decisions carry as much weight as selecting your Power of Attorney (POA). This person will have the legal authority to make financial or personal decisions on your behalf….
This blog post was written by: Dave Madan, Senior Manager, Scotiatrust Recent decisions from the British Columbia Court of Appeal have underscored how fragile an estate plan can become when a Will is ambiguous, or when life insurance and beneficiary designations conflict with the testator’s broader intentions. These cases remind…
This blog post was written by: Dave Madan, Senior Manager, Scotiatrust Dementia is not just a medical diagnosis; it’s a family story that unfolds over years. Canada’s numbers are climbing—projections suggest more than 1.7 million Canadians could be living with dementia by 2050. That’s a lot of spouses, adult children,…
This blog post was written by: Dave Madan, Senior Manager, Scotiatrust AI has started writing Wills. That might sound futuristic, but it’s already happening. Generative tools can churn out documents that look polished, formatted, and ready to sign. But what happens when those words don’t match what the person…
This blog post was written by: Dave Madan, Senior Manager, Scotiatrust This summer, the Montana Supreme Court had to weigh in on a modern question: can a selfie video serve as a person’s last Will? The short answer was no. In a case that made headlines, the court rejected a…