This blog was written by Teresa Acs Saying goodbye. When the blog you are writing is called All About Estates, you might think this is a goodbye to a dear loved one and, in many ways, you would be right. I am retiring at the end of the year after more than 35 years in the Estate and Trust industry. Retiring brings excitement and joy in the possibilities and I….
Saying goodbye Continue Reading »
UncategorizedThis blog was written by Teresa Acs – Director, Professional Development & Process Excellence With Thanksgiving right around the corner, which nicely slides into the season of gift giving, I thought I would selfishly use this Blog to thank my colleagues. I got this idea at my local Starbucks (thank you awesome Scotia Plaza Starbucks team), where they invite patrons to jot down what they are thankful for. They even….
This blog was written by Teresa Acs – Director, Professional Development & Process Excellence I had the pleasure of participating at last week’s Society of Estate and Trust Practitioners (STEP) Canada Conference. Each year, the conference attendance surpasses the year before, speaking to both the quality and importance of this event. The STEP conference attracts those practicing in the estate and trust field; lawyers, accountants, service providers and Trust Companies. ….
The STEP Annual Conference Continue Reading »
Estate Administration, Interest, Practice Management, Succession Planning, Uncategorized