Scotiatrust

Total 225 Posts

 Website

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.

THE IMPORTANCE OF GOOD ADVICE IN ESTATE PLANNING

• • 0 Comments

This Blog was written by Emily Racine, Estate and Trust Consultant with Scotia Wealth Management  Estate planning is a complex and emotional process under the best of times. Adding on the natural intricacies that accompany mixed families and second marriages only further adds to these emotional complexities. While it is an uncomfortable topic of conversation, it is especially important that couples in complex family situations sit down and have honest….

THE IMPORTANCE OF GOOD ADVICE IN ESTATE PLANNING Continue Reading »

Uncategorized

The Famous Tractor Case

• • 1 Comment

This Blog was written by: Taylor Sergeant When I read about this famous case out of Saskatchewan it immediately spoke to me: my father is a farmer, and anytime I hear anything about tractors or farming, my ears perk up, and I am always immediately interested. The facts: June 8, 1948, Cecil George Harris, a farmer in Rosetown, Saskatchewan, went to work, and tragedy hit in the field. When he….

The Famous Tractor Case Continue Reading »

Uncategorized

Questioning the Actions of Trustees

• • 0 Comments

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…..

Questioning the Actions of Trustees Continue Reading »

In the News

Teamwork: An Essential Piece in Estate and Incapacity Planning

• • 0 Comments

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;….

Teamwork: An Essential Piece in Estate and Incapacity Planning Continue Reading »

Uncategorized

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

• • 1 Comment

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….

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

Uncategorized

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

• • 1 Comment

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….

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

Uncategorized
Scroll to Top