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.

Embracing the COVID-19 Ready Executor

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This Blog was written by Edward Ngo, Estate and Trust Advisor  with MD Private Trust, Scotia Wealth Management In Vancouver, the virtual estate planning landscape is changing before our eyes since British Columbia declared a state of emergency on March 18, 2020 due to the COVID-19 pandemic. The early contentious months of uncertainty surrounding the creation and execution of a Will in the middle of the pandemic has slowly subsided….

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Estate Planning

Personhood and RBG

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This Blog was written by: Alicia Godin, Estate and Trust Consultant, Scotia Wealth Management If you are frequent visitor to All About Estates, you can likely appreciate the importance of a well-prepared estate plan. The cornerstone of the estate plan is the Last Will and Testament. Many contributors to this blog discuss the importance of a Will, and considerations before, during and after its preparation. There are very specific requirements….

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In the News, Uncategorized, United States

Choice and Planning for Incapacity

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This blog was written by Damian McGrath – Estate and Trust Consultant with Scotia Wealth Management Choice is the act of decision making when faced with two or more possibilities. Decision making requires an understanding of the situation, the decision itself and the consequences of it. If our ability to make those choices diminishes or is lost, then others need to make them for us. A Power of Attorney gives….

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Uncategorized

Road Testing your Estate Plan

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This Blog was written by Suzanna Walter, Estate and Trust Consultant with Scotia Wealth Management On July 9, 2020, I wrote about the importance of road testing your incapacity plan. I would like to outline a similar road test for your Estate Plan. For most people the cornerstone of their Estate Plan is the Will.  However, when road testing your estate plan, it is not enough to review just your….

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Estate Planning, Executors, Uncategorized, Wills

What would happen if………….

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This blog was written by Robert Boyd, Scotia Wealth Management While researching an estate and trust related blog, I was recently sidetracked by the beginning of my search. As you probably already know, Google prepopulates suggested search items as you type. A further Google search informed me that the prepopulated questions are actually the list of the most popular searches in the previous week. So what are people thinking when….

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Interest

Survivorship Clauses in the Will

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This Blog was written by: Gali Gelbart, Estate and Trust Consultant, Scotia Wealth Management  Survivorship clauses help ensure that the testator’s intentions are carried out, namely by preventing a gift under the will from falling into the beneficiary’s estate and incurring higher administration costs.  By specifying a minimum survival period in the will, the gift can instead pass directly to any contingent beneficiaries if the original named beneficiary has passed….

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Wills
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