All About Estates

Tag: Gali Gelbart

Total 3 Posts

Who is the Spouse?

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…

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Should we put our kids on title? Simplifying a common question

This Blog was written by: Gali Gelbart, Estate and Trust Consultant, Scotia Wealth Management  One of the most common questions I get asked by clients is if they should add one or more of their children on title to their home or other real estate holdings. A lot of people…

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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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