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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.

Where There’s a Will, There’s a Digital Way: Part #2

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This blog was written by Ardena Bašić As previously written (in other words, go read blog-de-digital wills Part #1!), online, electronic and digital wills are rising in prominence. Yet, given that there are no Canadian laws to address how these assets should be handled after death, it is vital to approach this issue carefully. As such, there are a variety of currently relevant laws, case laws and proposed legislation that….

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Planning for Pets

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This post was written by Diana Leopardi While we often plan for our human children, it’s time to think about including our fur-babies into our estate planning. Pets offer their owners the ultimate companionship and unconditional love. Often times, owners consider their pets family members so why not include pets in estate planning or in the event their owner becomes ill or incapacitated. If the primary owner was not able….

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The Other COVID “Longhaul”? Estate Planning Sequelae of Irregular Document Execution

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This Blog was written by: Kristie Smith, Estate and Trust Consultant, Scotia Wealth Management  As we emerge from the Covid restriction era and a new normal comes into focus in our day-to-day lives, new symptoms and side effects of Covid are coming into view. In the estate planning realm, in particular, the effects of irregularly signed documents are upon us. As the initial lockdowns of March 2020 took over, practitioners….

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Estate Litigation, Estate Planning, Wills

Where There’s a Will, There’s a Digital Way: Part #1

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This blog was written by Ardena Bašić The stereotypical will everyone imagines usually consists of aged scrolls, fine black ink and sophisticated language such as “henceforth” and “thereafter.” However, in our increasingly digitized world, a new type of estate planning has arrived. Online, digital and electronic wills are increasingly rising in prominence, and are on track to become far more common than the aforementioned ‘founding fathers style’ scroll. In fact,….

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LGBTQ2S+ Considerations in Estate Planning

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This Blog was written by: Hannah Zip, Estate and Trust Consultant, Scotia Wealth Management  Proper estate and incapacity planning is important for people from all walks of life, however there are some special considerations that should be kept in mind when discussing estate planning with members of the LGBTQ2S+. This is especially true given the diversity within the community and some key differences between the younger and older members (“older”….

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Planning the transfer of the a family vacation property

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This Blog was written by Natalie Melanson, Estate and Trust Advisor at MD Private Trust Company which is part of Scotia Wealth Management This long Canadian winter has finally come to an end and Canadians can look forward to some great spring and summer long weekends and vacations. With the summer season upon us, the transfer of vacation properties to the next generation may come to mind, particularly with the aging baby boomer….

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Cottage, Estate Planning
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