Scotiatrust

Total 215 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.

ESTATE PLANNING AND THE GREAT WIDE WORLD

• • 0 Comments

This Blog was written by Emily Racine, Estate and Trust Consultant with Scotia Wealth Management  When it comes to estate planning, the cases where all property and beneficiaries can be found within a 10km radius are increasingly becoming few and far between. More and more estates cross not only provincial borders but international borders as well. These estates carry their own set of complexities and require their own set of….

ESTATE PLANNING AND THE GREAT WIDE WORLD Continue Reading »

International

Chinese New Year – A time to celebrate, plan and eat!

• • 3 Comments

This blog was written by Jean Yong, Associate Estate and Trust Consultant with Scotia Wealth Management Chinese culture boasts a long and rich history. It is one of the world’s oldest cultures dating back thousands of years and includes a set of social norms and beliefs shared to a varying degree by the Chinese population. Prior to entering the world of estates and trust, I too, was naïve to the….

Chinese New Year – A time to celebrate, plan and eat! Continue Reading »

Uncategorized

Investing Prudently in Trusts for Dependents with Disabilities

• • 0 Comments

Like so many other things, continuing care and living costs are on the rise. Whether you are a Henson Trust Trustee or a Discretionary Inheritance Trust Trustee, the onus to prudently manage investments is more crucial than ever. It is also imperative that investment plans fit the circumstances of the beneficiary in order to maximize investment value. That being the case, a Trustee for a Henson Trust is called upon….

Investing Prudently in Trusts for Dependents with Disabilities Continue Reading »

Uncategorized

Can a trustee demand financial information from a beneficiary?

• • 0 Comments

This Blog was written by: Alicia Mossington (Godin), Estate and Trust Consultant, Scotia Wealth Management  A trustee is responsible for carrying out the terms of a trust. Choosing the right trustee is essential to the success of any estate plan but it is also incredibly helpful to give them tools and instructions to assist them in carrying out their role. Trustees have a number of powers as well as fiduciary duties….

Can a trustee demand financial information from a beneficiary? Continue Reading »

Uncategorized

Royalties She Wrote: Angela Lansbury, Jessica Fletcher and literary executors

• • 1 Comment

This Blog was written by Jane Martin, Scotia Wealth Management The recent passing of Angela Lansbury has me engulfed in an impromptu “Murder She Wrote” festival, and like any good estate planning professional (tell me I am not alone in this), I’ve been thinking about whether fictional Jessica Fletcher had her affairs in order. WE all remember Jessica don’t we? The mystery-author/amateur sleuth, played with witty aplomb by Angela Lansbury, who….

Royalties She Wrote: Angela Lansbury, Jessica Fletcher and literary executors Continue Reading »

Executors, In the News, Uncategorized

More than the estate you leave behind

• • 2 Comments

This blog was written by Justin Ecclestone, Estate and Trust Consultant with Scotia Wealth Management  In the estate planning world we come across people from many different walks of life with unique stories. I have noticed that clients tend to focus all their attention on the will while the powers of attorney are often an after thought. A strong estate plan is much more than an updated will. Having a….

More than the estate you leave behind Continue Reading »

Uncategorized
Scroll to Top