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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.

Questioning the Actions of Trustees

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This Blog was written by: Alicia Mossington (Godin), Estate and Trust Consultant, Scotia Wealth Management    What happens if a beneficiary believes that a trustee is acting improperly, or refuses to distribute funds? United States Senator Dianne Feinstein is suing the trustees of a fund set up by her late husband, accusing them of committing “financial elder abuse.” Sen. Feinstein’s late husband reportedly established a marital trust to provide for her…..

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Teamwork: An Essential Piece in Estate and Incapacity Planning

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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 documents. This team could include: Executor(s); Power of Attorney(s) for Property; Power of Attorney(s) for Personal Care; Guardian(s) for Minors;….

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

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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? I don’t think so, but marriage is certainly on the decline in Canada. Statistics Canada reported last year that 2020….

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Bill C-22, the Canada Disability Benefit Act: an update

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This Blog was written by Jane Martin, Scotia Wealth Management Winding its way through the Senate approval process, Bill C-22, the “Canada Disability Benefit Act” reflects a promise by the federal government to introduce a guaranteed income supplement for Canadians with disabilities. Person living with disabilities comprise a disproportionate percentage of those living below the poverty line, and the poverty rate increases with the severity of disability.[1] The Act, which does….

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Estate Planning and the Indian Act

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This Blog was written by: Alicia Mossington (Godin), Estate and Trust Consultant, Scotia Wealth Management   Estate planners and administrators must consider a variety of factors when assisting clients. We often speak about tax planning, insurance, and considerations for different types of assets including jurisdiction. We speak about residency for tax purposes, citizenship and typically ask where prospective executors or beneficiaries reside. Several blog posts over the past year have examined….

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POWERS OF ATTORNEY FOR CARE – THE SOFTER SIDE OF ESTATE PLANNING

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This Blog was written by Emily Racine, Estate and Trust Consultant with Scotia Wealth Management  Many of my estate planning conversations revolve around what I call the “hard topics” – such as, how do I save on taxes? Should I avoid probate? Do my children need a trust? However, one of the most important decisions you can make as part of your estate plan is who is going to take….

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