ALEXA? How do I access my online account? Administering Estates in a Digital Age

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This Blog was written by: Alicia Godin, Estate and Trust Consultant, Scotiatrust  Amidst the current landscape, many of us are self-isolating at home and finding ways to entertain ourselves. Often, this means relying more heavily on social media and digital technology. Many of us have adapted our typical business practices and move toward an (even more) paperless society. Planning for digital assets is not a new topic, but during this….

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Estate Administration, Estate Planning, Executors, Uncategorized, Wills

Master the ETDL Appointment

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Estate Trustees During Litigation are appointed in a wide variety of situations where a neutral party is needed to administer and preserve the estate assets. The bar for their appointment is lower than to remove an estate trustee…..

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Contested wills, Estate Administration, Estate Administration and Probate Applications, Estate Litigation, Executors, Family Conflict, Fiduciary Professions, Passing Of Trustees’ and Executors’ Accounts, Trustee, Wills

A Very Different Spring…

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It has been a very difficult  week with the death count rising and more senior’s residences becoming infected. Yet at the same time we celebrated the first nights of Passover and Good Friday and Easter Sunday.  More than ever, this has become a time of reflection and as I keep trying to remind myself, one of hope. Families celebrated together – emotionally, spiritually and maybe even in song- while remaining….

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Elder Care

The Risky Business of Updating your Will in the Time of COVID-19

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This blog was written by Paula Lester – Estate and Trust Consultant with Scotia Wealth Management It’s the irony of today’s situation: more and more individuals are turning their minds to their estate plans in light of our current pandemic, but getting new Wills drafted and executed right now has become an increasingly difficult endeavour. As a result, we find ourselves trying to get Wills drafted and signed under unideal….

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Contested wills, Estate Planning, Uncategorized, Wills

COVID-19: Virtual Witnessing of Wills and POAs Now Allowed

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It is no surprise that many people are contemplating their own mortalities during the COVID-19 pandemic and wish to make a will. However, the existing laws are particularly unsuited to making wills in a time of social distancing; it will usually be impossible or unsafe to have two people witness the signing of the will in person. Helpfully, the Ontario government has now stepped in to allow for virtual witnessing….

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Estate Planning, Power of Attorney, Succession Planning, Uncategorized, Wills

Disability Tax Credit Claim: Denied on Appeal

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As many of you know the Disability Tax Credit (DTC) is a credit to income tax otherwise payable, available for those with a severe or prolonged impairment. It is meant to provide some relief from the additional costs and expenses incurred associated with the impairment. I have written in the past that for many in and/or associated with the provision of tax advice and preparation, the application and qualification for ….

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Canada Revenue Agency, Caregiving, Courts, Disability, Elder Law, Healthcare, In the News, Uncategorized
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