All About Estates

Tag: Kristie Smith

Total 5 Posts

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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