This blog was written by Teresa Acs Saying goodbye. When the blog you are writing is called All About Estates, you might think this is a goodbye to a dear loved one and, in many ways, you would be right. I am retiring at the end of the year after…
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This blog was written by Suzanne Singh For several years our company had been “D’s” appointed attorney under her POA. Up until her late-eighties D was independent and occasionally took a bus downtown to drop by our office to invite me for coffee; she would share stories of her youth…
This Blog was written by Emily Racine, Estate and Trust Consultant with Scotia Wealth Management As estate planners, we often hear from our clients that they just want a “simple” will. They tell us that they have a “simple” estate and so don’t need any complicated estate planning. Personally, every…
This Blog was written by Edward Ngo, Estate and Trust Advisor at MD Private Trust Company which is part of Scotia Wealth Management As the autumn leaves begin to fall and the cold air catches our breath, I remind myself there is no such thing as a simple will or a straightforward estate….
This Blog was written by: Hannah Zip, Estate and Trust Consultant, Scotia Wealth Management (Authors Note: this post was inspired by a presentation delivered by the Queer Seniors of Saskatchewan, and a big thank you goes to that advocacy group for sharing their personal experiences and stories to raise awareness…
This Blog was written by Natalie Melanson, Estate and Trust Advisor at MD Private Trust Company which is part of Scotia Wealth Management As we are now nearing the end of September, we know or hear of many people who are in the middle of closing up their vacation homes for the…
This blog was written by Holly LeValliant Perhaps one of the most litigious issues in the area of estate law is the question of whether a joint account passes on survivorship when one of the owners dies, or whether the survivor holds the balance of the account in trust for…
This blog was written by Sierra Nunno While many young people cling to the acronym YOLO, which stands for ‘you only live once,’ the truth is YODO… you only die once. Ideally, upon death, our wishes are carried out according to plan and we rest peacefully. But what if there…
An RESP may be a simple solution for funding a grandchild’s education, but beware of its limitations
This Blog was written by Joanna Mazin, Estate and Trust Planning Lead at MD Financial Management Inc. which is part of Scotia Wealth Management Many clients I work with are interested in finding a tax-efficient way to financially support their minor grandchildren’s savings for post-secondary education. I often suggest that they consider opening or…
This blog was written by Raluca Gondor You may know Britney Spears for her hit songs like Piece of Me, Toxic, and Criminal. But lurking behind a wildly successful career is a darker aspect of her life, one that may be foreshadowed by her song titles: Britney Spears’ conservatorship. Since…