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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.

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

The soft issues matter – Choosing an Executor

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This blog was written by Justin Ecclestone, Estate and Trust Consultant with Scotia Wealth Management  As someone who works for a trust company, much of my day is spent educating our bank’s clients about the estate and trust planning services we can offer. In many cases, clients see the value in selecting a trust company to administer their estate to help address an obvious need. Some of these scenarios include;….

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Executors

Estate Planning for Agricultural Producers

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This blog was written by Maggie Dalke – Estate and Trust Consultant with Scotia Wealth Management There are a significant number of agricultural producers that require estate planning services.  According to a 2016 Statistics Canada report, there are 193,492 census farms in Canada.  Many agricultural producers are reaching retirement age with the average age of farm operators being 55 years and older.[1] A big consideration for many of these farms….

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Til’ Death Do Us Part? The Impact of Marriage on Estate Planning

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This Blog was written by: Alicia Mossington (Godin), Estate and Trust Consultant, Scotia Wealth Management My colleagues have written several recent articles on capacity. “Capacity” is an interesting area of law and the test for capacity differs radically depending on the subject and setting. Testamentary capacity or capacity to make a Will, is different then capacity to make personal care decisions which, in turn, is different then capacity to marry. Historically….

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Inbox (1): My Last Will and Testament

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This blog was written by Adam Settecase We are living in the hyper-digital age. As a result of the COVID-19 pandemic, the formalities for executing wills have been modified in many jurisdictions to allow for virtual witnessing via videoconference. An attestation by a witness who is not even remotely in the same location as the testator would have been unthinkable as recently as two years ago. The Barreau du Québec….

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