Scotiatrust

Total 218 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.

Inbox (1): My Last Will and Testament

• • 1 Comment

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….

Inbox (1): My Last Will and Testament Continue Reading »

In the News

Taxation on Cryptocurrency

• • 1 Comment

This Blog was written by: Dave Madan, Market Lead and Manager, Scotiatrust  We’re well into tax season, but for this year, your review of your taxable transactions may be very different. You might have explored investing or trading cryptocurrency. Buying and selling some Dogecoin after Elon’s tweets does carry income tax implications. Everyone exploring this new age of investment should understand the implications, as well as their advisors looking to….

Taxation on Cryptocurrency Continue Reading »

Uncategorized

ESTATE PLANS INVOLVING DISABLED ADULT CHILDREN

• • 0 Comments

This blog was written by Karen Crellin, Estate and Trust Advisor at MD Private Trust Company which is part of Scotia Wealth Management There’s plenty of valuable information available on estate plans involving disabled[1] adult children –including several posts on this blog. You can find information that provides details about: techniques for setting up an estate plan involving a disabled adult child to ensure that child’s provincial disability benefits or other income-tested….

ESTATE PLANS INVOLVING DISABLED ADULT CHILDREN Continue Reading »

Uncategorized

MY WILL – WHOSE BUSINESS IS IT ANYWAY?

• • 1 Comment

This Blog was written by Emily Racine, Estate and Trust Consultant with Scotia Wealth Management  There is no doubt that a will is a deeply personal and intensely private document. Your estate plan may not be something you wish to share with the public at large. However, are there certain people you should share your estate plan with while you are still alive? What are the potential pitfalls of keeping….

MY WILL – WHOSE BUSINESS IS IT ANYWAY? Continue Reading »

Uncategorized

Multiple wills – potential benefits for clients with assets in multiple jurisdictions

• • 0 Comments

This blog was written by Pius Omene, Estate and Trust Advisor at MD Private Trust Company which is part of Scotia Wealth Management The multiple wills strategy is a popular approach recommended by estate planning experts –especially in Ontario and British Columbia where it received judicial approval – and particularly for those who own private company shares. The strategy has been extensively explored in previous blog posts and one of these posts alluded….

Multiple wills – potential benefits for clients with assets in multiple jurisdictions Continue Reading »

Uncategorized

The Virtual Mediator: Fact or Fantasy?

• • 2 Comments

This post was written by Diana Leopardi   It’s March 15, 2050, Eric Smith dictates an email reply to an asynchronous based mediation regarding an estate settlement issue. He then voice activates his favorite Spotify playlist and prepares to video chat his sister who lives across the country. In a couple of hours, he will have to log onto the virtual courtroom, along with all of his siblings to review….

The Virtual Mediator: Fact or Fantasy? Continue Reading »

Uncategorized
Scroll to Top