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.

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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Hot real estate market can put heat on Executors

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This Blog was written by Suzanna Walter, Estate and Trust Consultant with Scotia Wealth Management There have been many articles written about the dramatic increase in real estate values in Canada. This real estate boom has implications for executors’ administering estates. Maureen Berry in  her article Non-Resident Beneficiaries and Canadian Real Property: Canada’s Hot housing market can increase the work of estate executors reviewed one such implication for Executors who….

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Estate Administration, In the News, Real Estate

Estate Planning for the Digital Collector: Don’t let your NFTs disappear into Ether

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This blog was written by Raluca Gondor   Digital artwork and non-fungible tokens (NFTs) are gaining significant traction as part of a new era of collectibles, with a growing number of creators putting out exclusive digital content. The ten-year anniversary version of the Nyan Cat meme, Nike’s Cryptokicks, and a Tweet about Fyre Festival’s infamous cheese sandwich are just a few NFTs that have hit the market in recent months…..

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