All About Estates

Tag: Kristie Smith

Total 4 Posts

‘Til death do us part … the bank accounts: A warning for common-law couples

This Blog was written by: Kristie Smith, Estate and Trust Consultant, Scotia Wealth Management  Summer is upon us, in all its glory. After a pandemic hiatus, my calendar is dotted with weddings to attend for friends and family members. But is this summer spectacle going the way of the dodo?…

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The Goose that Laid the Golden Egg

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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“Death and Taxes”

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…

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The Other COVID “Longhaul”? Estate Planning Sequelae of Irregular Document Execution

This Blog was written by: Kristie Smith, Estate and Trust Consultant, Scotia Wealth Management  As we emerge from the Covid restriction era and a new normal comes into focus in our day-to-day lives, new symptoms and side effects of Covid are coming into view. In the estate planning realm, in…

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