This blog was written by Justin Ecclestone, Estate and Trust Consultant with Scotia Wealth Management As someone who works for a trust company, much of my day is spent educating our bank’s clients about the estate and trust planning services we can offer. In many cases, clients see the value…
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This blog was written by Maggie Dalke – Estate and Trust Consultant with Scotia Wealth Management There are a significant number of agricultural producers that require estate planning services. According to a 2016 Statistics Canada report, there are 193,492 census farms in Canada. Many agricultural producers are reaching retirement age…
This Blog was written by: Alicia Mossington (Godin), Estate and Trust Consultant, Scotia Wealth Management My colleagues have written several recent articles on capacity. “Capacity” is an interesting area of law and the test for capacity differs radically depending on the subject and setting. Testamentary capacity or capacity to make a…
This blog was written by Adam Settecase We are living in the hyper-digital age. As a result of the COVID-19 pandemic, the formalities for executing wills have been modified in many jurisdictions to allow for virtual witnessing via videoconference. An attestation by a witness who is not even remotely in…
This Blog was written by: Dave Madan, Market Lead and Manager, Scotiatrust We’re well into tax season, but for this year, your review of your taxable transactions may be very different. You might have explored investing or trading cryptocurrency. Buying and selling some Dogecoin after Elon’s tweets does carry income…
This blog was written by Karen Crellin, Estate and Trust Advisor at MD Private Trust Company which is part of Scotia Wealth Management There’s plenty of valuable information available on estate plans involving disabled[1] adult children –including several posts on this blog. You can find information that provides details about: techniques for…
This Blog was written by Emily Racine, Estate and Trust Consultant with Scotia Wealth Management There is no doubt that a will is a deeply personal and intensely private document. Your estate plan may not be something you wish to share with the public at large. However, are there certain…
This blog was written by Pius Omene, Estate and Trust Advisor at MD Private Trust Company which is part of Scotia Wealth Management The multiple wills strategy is a popular approach recommended by estate planning experts –especially in Ontario and British Columbia where it received judicial approval – and particularly for those who…
This post was written by Diana Leopardi It’s March 15, 2050, Eric Smith dictates an email reply to an asynchronous based mediation regarding an estate settlement issue. He then voice activates his favorite Spotify playlist and prepares to video chat his sister who lives across the country. In a…
This Blog was written by: Tony Cariati, Estate and Trust Consultant, Scotia Wealth Management In the past few years, the realities brought about by the COVID-19 pandemic have highlighted the importance of having a Continuing Power of Attorney for Property; someone can manage your financial affairs in the event you…