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…
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This blog was written by Justin Ecclestone, Estate and Trust Consultant with Scotia Wealth Management In the estate planning world we come across people from many different walks of life with unique stories. I have noticed that clients tend to focus all their attention on the will while the powers…
This Blog was written by Emily Racine, Estate and Trust Consultant with Scotia Wealth Management As an estate planner, I can divide the people that I see into two types of clients – clients who want to spend all their money before they die and clients whose major concern is…
This Blog was written by: Kristie Smith, Estate and Trust Consultant, Scotia Wealth Management As we have all heard many times in the estate planning community, and as Benjamin Franklin famously remarked, nothing is certain but death and taxes. From the Covid era and then ‘back to normal’; from Elizabeth…
This blog was written by Danna Fichtenbaum Headlines were abuzz last week detailing claims issued in Connecticut state court by two of the daughters (the “Daughters”) of Paul Newman – actor and creator of the Newman’s Own food brand – that Newman’s philanthropic endeavour, Newman’s Own Foundation (the “Foundation”), is…
This blog was written by Holly LeValliant Bank records may be key evidence in estate litigation cases. They can be the crux of a case where undue influence, financial mismanagement, or a history of dependant’s support are alleged. The bank may be the only practical source of information that would allow…
This blog was written by Karen Crellin, Estate and Trust Advisor at MD Private Trust Company which is part of Scotia Wealth Management *Note: This post was written by a Saskatchewan planner with a focus on common law. It is important to seek guidance in your own province to ensure your plan…
This Blog was written by: Alicia Mossington (Godin), Estate and Trust Consultant, Scotia Wealth Management “Fraud is the most frequently reported banking issue across all age groups.”[1] In 2021 more than 100,000 cases of fraud were reported by the Canadian Anti-Fraud Centre with over $380 million dollars lost.[2] These numbers only…
This blog was written by Ardena Bašić As previously written (in other words, go read blog-de-digital wills Part #1!), online, electronic and digital wills are rising in prominence. Yet, given that there are no Canadian laws to address how these assets should be handled after death, it is vital to…
This post was written by Diana Leopardi While we often plan for our human children, it’s time to think about including our fur-babies into our estate planning. Pets offer their owners the ultimate companionship and unconditional love. Often times, owners consider their pets family members so why not include pets…