Scotiatrust

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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.

Powers of Attorney: Whose Decision Is It Anyway?

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This Blog was written by: Alicia Mossington (Godin), Estate and Trust Consultant, Scotia Wealth Management Is your caregiver the best person to make financial and property related decisions for you? Should these roles be filled by different people with unique skill sets? Will your caregiver respect the input and decisions of your financial decision-maker? There are many posts and articles highlighting considerations for a testator when making their Will, and the….

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Power of Attorney, Powers Of Attorney and Guardianship Disputes

Is this a good time?

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This Blog was written by: Taylor Sergeant Often when faced with a difficult conversation it is easy to create excuses on why we should not have it. Is it a good time? Can the individual I am speaking with handle this right now? How will they react? As we have the internal dialog on how we plan the conversation it can become easy to talk yourself out of having it….

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Estate Planning

Saying goodbye

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This blog was written by Teresa Acs Saying goodbye.  When the blog you are writing is called All About Estates, you might think this is a goodbye to a dear loved one and, in many ways, you would be right.  I am retiring at the end of the year after more than 35 years in the Estate and Trust industry.  Retiring brings excitement and joy in the possibilities and I….

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Uncategorized

Things Left Behind

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This blog was written by Suzanne Singh For several years our company had been “D’s” appointed attorney under her POA.  Up until her late-eighties D was independent and occasionally took a bus downtown to drop by our office to invite me for coffee; she would share stories of her youth in rural Ontario and her adventures as a young married woman in post-WWII era Winnipeg. She was charismatic and engaging….

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Uncategorized

Just a “Simple will” Please

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This Blog was written by Emily Racine, Estate and Trust Consultant with Scotia Wealth Management  As estate planners, we often hear from our clients that they just want a “simple” will. They tell us that they have a “simple” estate and so don’t need any complicated estate planning. Personally, every time I hear this, I begin to tense up. Take it from an estate planner – a simple will does….

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Estate Planning, Wills

Should you Remove an Executor?

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This Blog was written by Edward Ngo, Estate and Trust Advisor at MD Private Trust Company which is part of Scotia Wealth Management As the autumn leaves begin to fall and the cold air catches our breath, I remind myself there is no such thing as a simple will or a straightforward estate. The same can be said for an executor named in a will, where each appointed family member or friend carries….

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Executors, Uncategorized
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