Karen Crellin

DEATH OF A DESIGNATED BENEFICIARY

This blog was written by Karen Crellin, Estate and Trust Advisor at MD Private Trust Company which is part of Scotia Wealth Management *Note: This post was written by a Saskatchewan planner with a focus on common law. It is important to seek guidance in your own province to ensure your plan works there.*   Most people know about beneficiary designations. The investment vehicles under which beneficiaries can be designated include registered….

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ESTATE PLANS INVOLVING DISABLED ADULT CHILDREN

This blog was written by Karen Crellin, Estate and Trust Advisor at MD Private Trust Company which is part of Scotia Wealth Management There’s plenty of valuable information available on estate plans involving disabled[1] adult children –including several posts on this blog. You can find information that provides details about: techniques for setting up an estate plan involving a disabled adult child to ensure that child’s provincial disability benefits or other income-tested….

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