All About Estates

Scotiatrust

Total 55 Posts Website

Choice and Planning for Incapacity

This blog was written by Damian McGrath – Estate and Trust Consultant with Scotia Wealth Management Choice is the act of decision making when faced with two or more possibilities. Decision making requires an understanding of the situation, the decision itself and the consequences of it. If our ability to…

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Road Testing your Estate Plan

This Blog was written by Suzanna Walter, Estate and Trust Consultant with Scotia Wealth Management On July 9, 2020, I wrote about the importance of road testing your incapacity plan. I would like to outline a similar road test for your Estate Plan. For most people the cornerstone of their…

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What would happen if………….

This blog was written by Robert Boyd, Scotia Wealth Management While researching an estate and trust related blog, I was recently sidetracked by the beginning of my search. As you probably already know, Google prepopulates suggested search items as you type. A further Google search informed me that the prepopulated…

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Survivorship Clauses in the Will

This Blog was written by: Gali Gelbart, Estate and Trust Consultant, Scotia Wealth Management  Survivorship clauses help ensure that the testator’s intentions are carried out, namely by preventing a gift under the will from falling into the beneficiary’s estate and incurring higher administration costs.  By specifying a minimum survival period…

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Gift Ideas for the Freshman in the Family

This Blog was written by: Alicia Godin, Estate and Trust Consultant, Scotia Wealth Management As we approach mid-August, many students (and parents) have turned their minds to the new school year. Although this year post-secondary education may look slightly different for many students with the switch to online learning, it…

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Where There’s a Will, There’s a Way: Virtual Witnessing and Undue Influence During COVID-19

This blog was written by Lara Besharat As the pandemic trudges on, jurisdictions are bowing to pressure, allowing for what was once a rigidly fixed process to be done virtually. In Canada, a will historically required the physical presence of two witnesses alongside the testator to be considered valid. However,…

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Can a Prudent Investor have a Green Thumb?

This blog was written by Raluca Gondor You’re named executor of a green estate. You’ve arranged for a green burial in one of Ontario’s seven green cemeteries, have identified environmental charities in line with the testator’s wishes, and are now left to handle the estate’s investments. You’ve just arrived at…

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Road Testing your Incapacity Plan

This Blog was written by Suzanna Walter, Estate and Trust Consultant with Scotia Wealth Management In Ontario, there is a massive backlog of appointments for driving tests due to the shutdown of DriveTest Centres.  This led me to quickly check the expiry date of my own Driver’s License, which quickly…

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Diminishing Capacity and Urge to Delay

This blog was written by Paula Lester – Estate and Trust Consultant with Scotia Wealth Management As an Estate and Trust Consultant who works closely with financial advisors and their clients, I find myself being asked increasingly often to help clients whose capacity has become a concern. This seems to…

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From e-Wills to Blockchain Estates

This blog was written by Isabelle Cadotte – Estate and Trust Consultant with Scotia Wealth Management One of the silver linings of the pandemic has been our collective rethinking of how we work and our willingness to embrace technology that helps us stay connected and work smarter. From remotely sworn…

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