This blog was written by Maggie Dalke – Estate and Trust Consultant with Scotia Wealth Management Estate planning can be very complex and there is always a lot of detail to cover with our clients. We look at how to achieve a tax efficient estate, address estate liquidity, beneficiary designations,…
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This Blog was written by Emily Racine, Estate and Trust Consultant with Scotia Wealth Management After being in this business for nearly a decade, I often hear from clients about the stress and worry that is associated with estate planning. This stress can often cause a blockage for some clients…
This Blog was written by: Alicia Mossington (Godin), Estate and Trust Consultant, Scotia Wealth Management There have been articles written over the years by my colleagues around gifting. Gifting can be a good estate planning strategy for many reasons. However, several recent cases highlight the importance of properly documenting intentions when…
This Blog was written by Lara Besharat Throughout the last year and a half, the pandemic, and the precarious nature of our collective health, has rested firmly at the forefront of everyone’s minds. This has led to a significant increase in estate planning. However, for many, there is still one…
This Blog was written by: Dave Madan, Market Lead and Manager, Scotiatrust Estate planning has evolved recently. We have learned how our digital accounts are affected by our plan, how to deal with online accounts such as PayPal, Facebook, Google, and Apple, however, it has continued to evolve even further….
This blog was written by Justin Ecclestone, Estate and Trust Consultant with Scotia Wealth Management The Multiple Wills strategy in Ontario often comes to mind when providing estate planning advice to successful business owners with private company shares. When speaking with business owners the benefit of the strategy is quite…
This Blog was written by Suzanna Walter, Estate and Trust Consultant with Scotia Wealth Management There have been many articles written about the dramatic increase in real estate values in Canada. This real estate boom has implications for executors’ administering estates. Maureen Berry in her article Non-Resident Beneficiaries and Canadian…
This blog was written by Raluca Gondor Digital artwork and non-fungible tokens (NFTs) are gaining significant traction as part of a new era of collectibles, with a growing number of creators putting out exclusive digital content. The ten-year anniversary version of the Nyan Cat meme, Nike’s Cryptokicks, and a…
Negar Pishva, Conseillere en Successions & fiducies, Gestion de patrimoine Scotia Nous parlons tous à nos clients de l’importance de la planification successorale et de la planification dans l’éventualité d’une incapacité à gérer leurs avoirs. Nous parlons de long en large du maintien de niveau de vie du conjoint survivant,…
This Blog was written by: David McPhee, Estate and Trust Consultant, Scotia Wealth Management When the term “power of appointment” comes to mind, one often thinks of the provision in a will or inter vivos trust deed which creates a trust for a beneficiary for his or her lifetime, and…