Scotiatrust

Total 225 Posts

 Website

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.

LES FIDUCIES ALTER EGO COMME OUTILS DE PLANIFICATION

• • 1 Comment

Negar Pishva, Conseillere en Successions & fiducies, Gestion de patrimoine Scotia  Nous parlons tous à nos clients de l’importance de la planification successorale et de la planification dans l’éventualité d’une incapacité à gérer leurs avoirs. Nous parlons de long en large du maintien de niveau de vie du conjoint survivant, de la distribution aux enfants, des mécanismes à notre disposition pour protéger les héritiers ainsi que le capital. Nous faisons….

LES FIDUCIES ALTER EGO COMME OUTILS DE PLANIFICATION Continue Reading »

Uncategorized

Powers of Appointment vs. Trusts – Failure to distinguish between them in Wills

• • 0 Comments

This Blog was written by: David McPhee, Estate and Trust Consultant, Scotia Wealth Management  When the term “power of appointment” comes to mind, one often thinks of the provision in a will or inter vivos trust deed which creates a trust for a beneficiary for his or her lifetime, and then goes on to say that the beneficiary has the ability to specify in writing, either through his or her….

Powers of Appointment vs. Trusts – Failure to distinguish between them in Wills Continue Reading »

Trusts

A Royal Estate

• • 0 Comments

This Blog was written by: Alicia Mossington (Godin), Estate and Trust Consultant, Scotia Wealth Management  Prince Philip, Duke of Edinburgh was born on June 10th, 1921 and passed away on April 9th 2021, at the age of 99. The Duke was born Prince Philip of Greece and Denmark but abandoned these titles and styles, becoming a naturalized British subject before his engagement to Elizabeth (as she then was). Philip had four….

A Royal Estate Continue Reading »

Estate Planning, In the News, International, Wills

If you fail to plan, you plan to fail! What happens if you don’t have a Power of Attorney?

• • 5 Comments

This Blog was written by: Taylor Sergeant, Scotiatrust  In my job at as a Trust Officer, I see the importance of incapacity and estate planning daily. I understand and appreciate the value of having the difficult discussions needed to plan for a time in which you may no longer be able to make decisions for yourself. This thought often leaves me wondering, why doesn’t everyone execute a Power of Attorney?….

If you fail to plan, you plan to fail! What happens if you don’t have a Power of Attorney? Continue Reading »

Guardianship, Power of Attorney

March is Fraud Prevention Month

• • 0 Comments

This Blog was written by Kimberley Ling, Scotia Wealth Management This past weekend I watched the movie ‘I Care a Lot’- very timely and relevant as March is Fraud Prevention month. In this fictional movie, the main character runs a disturbing guardianship business that preys on wealthy seniors, taking control of their assets and locking them in nursing homes with no contact to the outside world. The movie gives a….

March is Fraud Prevention Month Continue Reading »

Uncategorized

Power of Attorney for Property: The other sign of the coin

• • 1 Comment

This Blog was written by Suzanna Walter, Estate and Trust Consultant with Scotia Wealth Management In my previous blog, Road Testing your Incapacity Plan, I reviewed incapacity planning from the point of view of the Grantor (the person appointing the attorney) in the Continuing Power of Attorney for Property (CPA). Now, I want to look at CPA from the other side of the coin; namely from the point of view….

Power of Attorney for Property: The other sign of the coin Continue Reading »

Power of Attorney, Uncategorized
Scroll to Top