Uncategorized

Total 680 Posts

More than the estate you leave behind

This blog was written by Justin Ecclestone, Estate and Trust Consultant with Scotia Wealth Management  In the estate planning world we come across people from many different walks of life with unique stories. I have noticed that clients tend to focus all their attention on the will while the powers of attorney are often an after thought. A strong estate plan is much more than an updated will. Having a….

More than the estate you leave behind Continue Reading »

Uncategorized

LEAVING A LEGACY FOR YOUR CHILDREN: SHIFTING PRIORITIES OVER TIME

This Blog was written by Emily Racine, Estate and Trust Consultant with Scotia Wealth Management  As an estate planner, I can divide the people that I see into two types of clients – clients who want to spend all their money before they die and clients whose major concern is structuring and maximizing the transfer of wealth to the next generation. For the first type of client, I always jokingly….

LEAVING A LEGACY FOR YOUR CHILDREN: SHIFTING PRIORITIES OVER TIME Continue Reading »

Estate Planning, Uncategorized

Selling Shakespeare’s Portrait

In Meuse v. Taylor, 2022 ONSC 1436, the Court considered the grounds for removing an estate trustee. Facts The events giving rise to the Application involved a purported portrait of William Shakespeare painted during his lifetime. If authenticated by an interested buyer, the portrait had a potential value of USD $50,000,000; if simply a 400-year of painting, the value would be far less. The portrait was the primary asset of….

Selling Shakespeare’s Portrait Continue Reading »

Uncategorized

Easing the Burden of Losing a Parent

Hello fellow All About Estates Blog Readers – this is not necessarily going to be an overly long, or overly substantive blog.  Rather, the purpose of this blog is to encourage our blog-readers to take fifteen minutes out of their undoubtedly busy days to read the article by Globe and Mail Staff writer, Erin Anderssen, found in the following link, called “Canada’s baby boomers are leaving behind tons of stuff. ….

Easing the Burden of Losing a Parent Continue Reading »

Uncategorized

“Death and Taxes”

This Blog was written by: Kristie Smith, Estate and Trust Consultant, Scotia Wealth Management  As we have all heard many times in the estate planning community, and as Benjamin Franklin famously remarked, nothing is certain but death and taxes. From the Covid era and then ‘back to normal’; from Elizabeth II to Charles III; from record market runs to record corrections… 2022 has been a year of unpredictability, and that….

“Death and Taxes” Continue Reading »

Uncategorized

Don’t Trust a Stranger

This blog was written by Christopher Cook, student-at-law The law recognizes three ways in which a stranger to the trust (i.e., someone who is not an appointed trustee) may be liable for breach of trust. First, one may be liable as a “trustee de son tort.” This is the case when one takes on the responsibilities of a trustee, though unappointed, and commits a breach of trust while so acting…..

Don’t Trust a Stranger Continue Reading »

Uncategorized
Scroll to Top