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.

The Question of Executor: Who, What, When, Where and Why?

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This blog was written by Maggie Dalke – Estate and Trust Consultant with Scotia Wealth Management Estate planning can be very complex and there is always a lot of detail to cover with our clients. We look at how to achieve a tax efficient estate, address estate liquidity, beneficiary designations, family dynamics, cross-border considerations and how estate law intersects with other areas of law such as family law, corporate law….

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Estate Planning, Executors, Wills

The Anxiety of Preparing an Estate Plan: What can we do to help

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This Blog was written by Emily Racine, Estate and Trust Consultant with Scotia Wealth Management After being in this business for nearly a decade, I often hear from clients about the stress and worry that is associated with estate planning. This stress can often cause a blockage for some clients forcing estate planning considerations to be put off to the side and stalling clients from having their plan completed. There….

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Estate Planning, Wills

Gifts and (Broken) Promises

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This Blog was written by: Alicia Mossington (Godin), Estate and Trust Consultant, Scotia Wealth Management  There have been articles written over the years by my colleagues around gifting. Gifting can be a good estate planning strategy for many reasons. However, several recent cases highlight the importance of properly documenting intentions when an individual makes a gift, promise or an agreement regarding their property, particularly in the context of their estate plan…..

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Estate Planning for Eco-Conscious Canadians: Arranging an Eco-Friendly Death

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This Blog was written by Lara Besharat   Throughout the last year and a half, the pandemic, and the precarious nature of our collective health, has rested firmly at the forefront of everyone’s minds. This has led to a significant increase in estate planning. However, for many, there is still one estate planning step they are reluctant to take: planning their funeral. Prior to the pandemic, less than half of all….

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Estate Planning, Funeral Planning

Digital Estate Planning

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This Blog was written by: Dave Madan, Market Lead and Manager, Scotiatrust  Estate planning has evolved recently. We have learned how our digital accounts are affected by our plan, how to deal with online accounts such as PayPal, Facebook, Google, and Apple, however, it has continued to evolve even further. Cryptocurrency has become even more mainstream. Major backers like Mark Cuban have invested significant assets into cryptocurrency. Bank of America,….

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Estate Administration, Estate Planning

Multiple Wills – More than just business owners

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This blog was written by Justin Ecclestone, Estate and Trust Consultant with Scotia Wealth Management The Multiple Wills strategy in Ontario often comes to mind when providing estate planning advice to successful business owners with private company shares. When speaking with business owners the benefit of the strategy is quite clear – save probate fees. It is important not to overlook this strategy for those without a business as it….

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