This blog was written by Maggie Dalke – Estate and Trust Consultant with Scotia Wealth Management They say that “teamwork makes the dream work.” In an estate and incapacity planning context, you will need to create a team to execute the vision you document in your Will and incapacity planning…
Tag: Maggie Dalke
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This blog was written by Maggie Dalke – Estate and Trust Consultant with Scotia Wealth Management There are a significant number of agricultural producers that require estate planning services. According to a 2016 Statistics Canada report, there are 193,492 census farms in Canada. Many agricultural producers are reaching retirement age…
This blog was written by Maggie Dalke – Estate and Trust Consultant with Scotia Wealth Management Estate planning can be very complex and there is always a lot of detail to cover with our clients. We look at how to achieve a tax efficient estate, address estate liquidity, beneficiary designations,…