Tariffs and Estate Planning

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This blog post was written by Dave Madan, Senior Manager, Scotiatrust Following President Trump’s announcement of “Liberation Day,” Canadians are contemplating the reasons behind this decision. Amidst this uncertainty, many Canadians have re-evaluated their relationships with the United States, encompassing their daily interactions, financial affairs, and future planning. The purchase of American goods has been supplanted by Canadian alternatives. Investments in American companies have been replaced by domestic investments, and….

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Canadian and US Tax Treaty, Estate Planning, United States, US Taxes

Some Good News

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With all going on in the world right now, I figure we could all used some good news. Last week, CBC News published an article about Gerald and Coby Goguen, a couple from New Brunswick, who were able to pass away hand in hand earlier this year. Married for 41 years, Gerald and Coby were both battling cancer in the months leading up to their deaths. Through medical assistance in….

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Modern Families: References to Children and Issue in Wills

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  Today’s blog was written by Karen La Caprara, Counsel, at Fasken LLP. Like many modern families, the fictional Pritchett family in the series “Modern Family” has a variety of personalities, family dynamics and relationships, traditional and modern viewpoints. The many possible iterations and permutations of what makes a family is a beautiful thing. But, it can also create complexity when it comes to defining who is and who is….

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Estate Administration, Estate Litigation, Estate Planning, Family Conflict, Wills

Guardianship Applications: What is Involved?

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This blog post was written by Holly LeValliant, Estate and Trust Consultant, Scotiatrust Toronto If you do not have Powers of Attorney for Property and Personal Care, and it is necessary for someone to step into your shoes to make decisions about significant areas of your life, what happens?  In this article, I outline the process, in Ontario, of bringing a Guardianship Application to become the decision-maker for a person….

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Capacity Law, Guardianship, Power of Attorney

A Fiduciary Must Always Account

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In the recent decision of The Estate of Joan R. McAteer, deceased, 2025 ONSC 1197, the Court outlined an attorney for property’s fiduciary obligations to account to the beneficiaries of the incapable person’s estate upon their death. When John Joseph McAteer died, attorneys for property managed the assets of his incapacitated wife, Joan McAteer, until her death. Following Joan’s death, their son, also called John McAteer, brought an application to….

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Lifestyle Changes Bring Increased Risk to Older Clients and Advisors – Part 2

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In our last blog post, Lifestyle Changes Bring Increased Risk to Older Clients – Part1, we explored the need to rethink the planning paradigm for older clients and actively shift to assuming a 100-year lifespan. However, a 100-year lifespan does not necessarily equal 100 years of good health. We know that in the last decade of a person’s life, there could be more focus on health issues, medical coordination, and….

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Caregiving, Elder Management, Estate Planning
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