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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.

Who is the Spouse?

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This Blog was written by: Gali Gelbart, Estate and Trust Consultant, Scotia Wealth Management  I recently was part of a cross-Canada presentation hosted by the Estate Planning Council of Canada on the role of spouses in estate matters. I was particularly struck by how different the provincial regimes are, highlighting the importance of getting estate planning advice from local specialists in your jurisdiction. Marital and family status has always been….

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Royalty and World-Wide Assets

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This Blog was written by: Alicia Mossington (Godin), Estate and Trust Consultant, Scotia Wealth Management  The British royal family has been in the news frequently over the past 18 months: from the deaths of Prince Philip and Queen Elizabeth II to the crowning of King Charles and the release of Prince Harry’s tell-all book “Spare.” Royal families around the world have vast wealth, ranging from investment portfolios, real estate, yachts, artwork,….

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In the News, International, United States

ESTATE PLANNING AND THE GREAT WIDE WORLD

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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….

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International

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

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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….

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Investing Prudently in Trusts for Dependents with Disabilities

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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….

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Can a trustee demand financial information from a beneficiary?

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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….

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