This Blog was written by Suzanna Walter, Estate and Trust Consultant with Scotia Wealth Management There have been many articles written about the dramatic increase in real estate values in Canada. This real estate boom has implications for executors’ administering estates. Maureen Berry in her article Non-Resident Beneficiaries and Canadian…
Tag: Suzanna Walter
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This Blog was written by Suzanna Walter, Estate and Trust Consultant with Scotia Wealth Management In my previous blog, Road Testing your Incapacity Plan, I reviewed incapacity planning from the point of view of the Grantor (the person appointing the attorney) in the Continuing Power of Attorney for Property (CPA)….
This Blog was written by Suzanna Walter, Estate and Trust Consultant with Scotia Wealth Management On July 9, 2020, I wrote about the importance of road testing your incapacity plan. I would like to outline a similar road test for your Estate Plan. For most people the cornerstone of their…
This Blog was written by Suzanna Walter, Estate and Trust Consultant with Scotia Wealth Management In Ontario, there is a massive backlog of appointments for driving tests due to the shutdown of DriveTest Centres. This led me to quickly check the expiry date of my own Driver’s License, which quickly…
This Blog was written by Suzanna Walter, Estate and Trust Consultant with Scotia Wealth Management It is not surprising that in a pandemic many people are very concerned about their estate plan. This blog will focus on making a valid Will. In Canada each province and territory has its own…