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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.

The Virtual Mediator: Fact or Fantasy?

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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….

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I HAVE THE POWER (OF ATTORNEY FOR PROPERTY)

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This Blog was written by: Tony Cariati, Estate and Trust Consultant, Scotia Wealth Management In the past few years, the realities brought about by the COVID-19 pandemic have highlighted the importance of having a Continuing Power of Attorney for Property; someone can manage your financial affairs in the event you are ill or suffering from long-term health complications.   Equally as important is naming an attorney for property (“AFP”) who will….

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Should we put our kids on title? Simplifying a common question

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This Blog was written by: Gali Gelbart, Estate and Trust Consultant, Scotia Wealth Management  One of the most common questions I get asked by clients is if they should add one or more of their children on title to their home or other real estate holdings. A lot of people like the simplicity of using joint tenancies to automatically transfer the property on their death. It certainly can be an….

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Attorney Compensation – Can you count on it?

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“An application to pass accounts is more than a rubber stamping of an attorney for property’s accounts”, reminds Justice Graeme Mew in Re Andriesky Estate, 2022 ONSC 242. In most circumstances, an attorney for property is entitled to the percentage formula in the Regulation. Ontario Regulation 26/95 made under the Substitute Decisions Act provides: 1. For the purposes of subsection 40(1) of the Act, a guardian of property or an….

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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
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