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….
Saying goodbye Continue Reading »
UncategorizedThis 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….
Things Left Behind Continue Reading »
UncategorizedThis 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….
Just a “Simple will” Please Continue Reading »
Estate Planning, WillsThis 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….
Should you Remove an Executor? Continue Reading »
Executors, UncategorizedThis Blog was written by: Hannah Zip, Estate and Trust Consultant, Scotia Wealth Management (Authors Note: this post was inspired by a presentation delivered by the Queer Seniors of Saskatchewan, and a big thank you goes to that advocacy group for sharing their personal experiences and stories to raise awareness of senior queer issues. The term “queer” is used interchangeably with “LGBTQ2S+” for brevity purposes only.) Some of us might….
Understanding the Unique Issues Facing the Older Queer Generations Continue Reading »
Estate PlanningThis Blog was written by Natalie Melanson, Estate and Trust Advisor at MD Private Trust Company which is part of Scotia Wealth Management As we are now nearing the end of September, we know or hear of many people who are in the middle of closing up their vacation homes for the season before the cold temperatures and snow arrives. Now that summer is over, this new season tends to make people….
Vacation Property – Keeping it in the family Continue Reading »
Cottage, Estate Planning