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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.

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

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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….

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Executors, In the News, Uncategorized

More than the estate you leave behind

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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….

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LEAVING A LEGACY FOR YOUR CHILDREN: SHIFTING PRIORITIES OVER TIME

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This Blog was written by Emily Racine, Estate and Trust Consultant with Scotia Wealth Management  As an estate planner, I can divide the people that I see into two types of clients – clients who want to spend all their money before they die and clients whose major concern is structuring and maximizing the transfer of wealth to the next generation. For the first type of client, I always jokingly….

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Estate Planning, Uncategorized

“Death and Taxes”

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This Blog was written by: Kristie Smith, Estate and Trust Consultant, Scotia Wealth Management  As we have all heard many times in the estate planning community, and as Benjamin Franklin famously remarked, nothing is certain but death and taxes. From the Covid era and then ‘back to normal’; from Elizabeth II to Charles III; from record market runs to record corrections… 2022 has been a year of unpredictability, and that….

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