Dave Madan

A Selfie Isn’t a Will: The Problem with Video “Wills”

• • 0 Comments
scotiatrust

This blog post was written by: Dave Madan, Senior Manager, Scotiatrust   This summer, the Montana Supreme Court had to weigh in on a modern question: can a selfie video serve as a person’s last Will? The short answer was no. In a case that made headlines, the court rejected a man’s video-recorded “selfie Will.” Even though he clearly expressed that he wanted his brother to inherit everything, the court ruled….

A Selfie Isn’t a Will: The Problem with Video “Wills” Continue Reading »

Contested wills, Estate Planning, Wills

Prime Day Smart Moves: Helping Clients Navigate the July 8–11 Tech Splurge

• • 0 Comments
Scotiatrust

This blog post was written by Dave Madan, Senior Manager, Scotiatrust Amazon Prime Day is here—and it’s a siren song of “unmissable deals” on everything from smartphones and tablets to noise‑cancelling headphones and smart doorbells. But as professionals know, a shiny new gadget can bring hidden headaches: data breaches, estate‑planning gaps, and tangled family dynamics. Here’s how to help clients surf the Prime Day wave—without wiping out later. Turn “Ooh,….

Prime Day Smart Moves: Helping Clients Navigate the July 8–11 Tech Splurge Continue Reading »

Estate Planning, In the News, Practice Management

Suffering In Silence: A Closer Look at Elder Abuse

• • 0 Comments

This blog post was written by Dave Madan, Senior Manager, Scotiatrust Elder abuse remains one of the most underreported and misunderstood social issues, often concealed beneath the veneer of familial obligations and trust-based relationships. For professionals, understanding the intricate dimensions of elder abuse is not only a matter of professional competence but also a moral imperative. Elder abuse transcends socioeconomic boundaries, manifesting in affluent communities as well as modest households,….

Suffering In Silence: A Closer Look at Elder Abuse Continue Reading »

Caregiving, Elder Care, Elder Law, Elder Management, Guardianship, Uncategorized, Undue influence

Iceman’s Memory – Val Kilmer’s Digital Legacy

• • 0 Comments

This blog post was written by Dave Madan, Senior Manager, Scotiatrust With the tragic passing of Val Kilmer early this month, at the age of 65, we are reminded of the pressing challenges that professional advisors face in modern estate planning. Well known for his roles in Tombstone,Top Gun, Batman: Forever, The Saint, and many others, he leaves an estate valued between $10 million and $25 million. Kilmer’s legacy extended….

Iceman’s Memory – Val Kilmer’s Digital Legacy Continue Reading »

Estate Planning, Practice Management, Uncategorized

Tariffs and Estate Planning

• • 0 Comments

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….

Tariffs and Estate Planning Continue Reading »

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

Is the AI Revolution for Estate Planning Services Here?

• • 3 Comments
AI Robot Lawyer

This blog post was written by: Dave Madan, Senior Manager, Scotiatrust Deepseek is here, as is cheap, and easily accessible AI. Many tasks have been automated by AI recently. Customer support, student education, investment management. For better or for worse, AI is here to stay. What else can we do with AI? Can AI do my estate planning for me? Write my Will? AI has already made its way into….

Is the AI Revolution for Estate Planning Services Here? Continue Reading »

Estate Planning, In the News, Practice Management, Wills
Scroll to Top