This Blog was written by: Kristie Smith, Estate and Trust Consultant, Scotia Wealth Management Last week marked the 104th anniversary of death of Saginaw, Michigan lumber baron – and, evidently, eccentric millionaire – Wellington Burt, but only the 12th anniversary of the settlement and distribution of his estate. His is…
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This blog was written by: Craig Coulson, Senior Trust Officer Many professional estate administrators emphasize the emotional toll and time-consuming steps that are reduced or eliminated when a corporate executor is named in one’s will. Sometimes, beneficiaries may be unhappy with corporate executor fees, perhaps thinking if only they were…
This blog was written by: Craig Coulson, Senior Trust Officer Many professional estate administrators emphasize the emotional toll and time-consuming steps that are reduced or eliminated when a corporate executor is named in one’s will. Sometimes, beneficiaries may be unhappy with corporate executor fees, perhaps thinking if only they were…
This Blog was written by: Gali Gelbart, Estate and Trust Consultant, Scotia Wealth Management I recently was part of a cross-Canada presentation hosted by the Estate Planning Council of Canada on the role of spouses in estate matters. I was particularly struck by how different the provincial regimes are, highlighting…
This Blog was written by: Alicia Mossington (Godin), Estate and Trust Consultant, Scotia Wealth Management The British royal family has been in the news frequently over the past 18 months: from the deaths of Prince Philip and Queen Elizabeth II to the crowning of King Charles and the release of Prince…
This Blog was written by Emily Racine, Estate and Trust Consultant with Scotia Wealth Management When it comes to estate planning, the cases where all property and beneficiaries can be found within a 10km radius are increasingly becoming few and far between. More and more estates cross not only provincial…
This blog was written by Jean Yong, Associate Estate and Trust Consultant with Scotia Wealth Management Chinese culture boasts a long and rich history. It is one of the world’s oldest cultures dating back thousands of years and includes a set of social norms and beliefs shared to a varying…
Like so many other things, continuing care and living costs are on the rise. Whether you are a Henson Trust Trustee or a Discretionary Inheritance Trust Trustee, the onus to prudently manage investments is more crucial than ever. It is also imperative that investment plans fit the circumstances of the…
This Blog was written by: Alicia Mossington (Godin), Estate and Trust Consultant, Scotia Wealth Management A trustee is responsible for carrying out the terms of a trust. Choosing the right trustee is essential to the success of any estate plan but it is also incredibly helpful to give them tools and…
This Blog was written by Jane Martin, Scotia Wealth Management The recent passing of Angela Lansbury has me engulfed in an impromptu “Murder She Wrote” festival, and like any good estate planning professional (tell me I am not alone in this), I’ve been thinking about whether fictional Jessica Fletcher had her…