Scotiatrust

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For over 100 years, Scotiatrust® has helped Canadians preserve and transfer their wealth. Together with your team of specialists, we work to understand your achievements and help you connect them, so your wealth makes the meaningful impact you want. We also help you make important decisions sooner and ensure they’re followed when you’re unable to do so yourself. We are a team of highly experienced, hands-on professionals and we view it as our responsibility to ensure our clients have addressed all relevant issues and that their wishes are followed throughout and beyond their lifetime, helping them to live well and leave well.

There’s no better time than the present

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An older woman is packing boxes in her living room.

Six reasons to start estate planning early! Estate planning is a part of life that, despite best intentions, is often moved to the back burner. It’s not surprising; many individuals struggle to consider or discuss their own mortality and that of their closest loved ones. Nobody is excited to review what happens if their functioning declines, or worse, if they suddenly pass away. However, if these discussions are avoided for….

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Estate Planning

To My Attorney: “I Do Not Want to Move in with my Kids”

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Cheerful seniors having fun while taking selfie at retirement community. stock photo

A question that often arises when discussing powers of attorney is whether to appoint the same person as the decision maker for property and personal care. although the roles are distinct at law, in practical terms there is a great deal of overlap. There are advantages of appointing the same decision makers for both roles, such as simplicity and consistency. However, different people may be equipped with skill sets which….

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Capacity Law, Power of Attorney

Good Grief

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All About Estates’ readers consist largely of professionals working in the areas of estates, trusts, capacity, tax, and elder care specialists. We are lawyers, accountants, financial advisors, social workers, and other people who live in the world of ageing, death and dying. We meet our clients as they plan for ageing, death and dying – or deal with the fall out of those plans (and lack of plans). Grief is….

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Grief

Who better to weigh in on the impact of the recent federal budget than a philosophy major?

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I’ve nominated myself to provide you with two highlights from last week’s federal budget announcement, and before I get into the nitty gritty, I provide you with a summary of my qualifications for undertaking this task. My undergraduate studies took a rather meandering path through geography, political science, a few language courses and I ended up with something like a quadruple minor in philosophy, feminist political theory, possibly enough literature….

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Charitable Giving, Tax Issues

The Cost of a Will

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This post was written by Alicia Mossington, Estate and Trust Consultant with Scotiatrust. Specialists in estate planning recognize the value and importance of having a well-prepared estate plan. Many of my fellow authors have articulated the importance of a comprehensive will and estate plan. Those involved in estate administration have experienced the pitfalls of poor or non-existent planning.   Despite the many examples of estate’s gone awry – it can….

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Costs, Estate Administration, Estate Planning, Wills

Emotional Support Dogs

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I once lost a seat in business class to an alleged Emotional Support Animal (“ESA”). The dog’s owners arrived for a flight in which they were apparently ready to put their alleged ESA, Woofie Goldberg[i], into her carrier and stow her under the seat in front of their own seats. Problems arose when it turned out that the couple had seats immediately behind the bulk head (therefore no seats in….

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Estate Litigation, Estate Planning, Uncategorized
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