Uncategorized

Total 671 Posts

Til’ Death Do Us Part? The Impact of Marriage on Estate Planning

• • 0 Comments

This Blog was written by: Alicia Mossington (Godin), Estate and Trust Consultant, Scotia Wealth Management My colleagues have written several recent articles on capacity. “Capacity” is an interesting area of law and the test for capacity differs radically depending on the subject and setting. Testamentary capacity or capacity to make a Will, is different then capacity to make personal care decisions which, in turn, is different then capacity to marry. Historically….

Til’ Death Do Us Part? The Impact of Marriage on Estate Planning Continue Reading »

Uncategorized

Taxation on Cryptocurrency

• • 1 Comment

This Blog was written by: Dave Madan, Market Lead and Manager, Scotiatrust  We’re well into tax season, but for this year, your review of your taxable transactions may be very different. You might have explored investing or trading cryptocurrency. Buying and selling some Dogecoin after Elon’s tweets does carry income tax implications. Everyone exploring this new age of investment should understand the implications, as well as their advisors looking to….

Taxation on Cryptocurrency Continue Reading »

Uncategorized

ESTATE PLANS INVOLVING DISABLED ADULT CHILDREN

• • 0 Comments

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….

ESTATE PLANS INVOLVING DISABLED ADULT CHILDREN Continue Reading »

Uncategorized

Mental Health and Estate Planning; How to Navigate a Changing Conversation

• • 7 Comments

Today’s Blog was written by Emily Papsin, Articling Student at Fasken LLP On February 10th, the Ontario Court of Appeal released its decision in Joy v. McGrath. The court affirmed the application judge’s finding that Mr. Joy’s suicide note was a valid holograph will, and overturned his finding that Mr. Joy did not have the requisite capacity to make it. Though the Court of Appeal corrected the error of law….

Mental Health and Estate Planning; How to Navigate a Changing Conversation Continue Reading »

Uncategorized

Canadian Donation Incentives

• • 8 Comments

I published a version of this blog three years ago to address the many questions on Canadian tax incentives for donations that I receive.  Since the questions keep coming here is a revised and updated version. Generous but Complex and Opaque Canada has the most generous tax incentives for charitable giving in the world, but few Canadian donors understand what they save and how the system works. Why the paradox? ….

Canadian Donation Incentives Continue Reading »

Philanthropy/Charitable Giving, Uncategorized

Best Gets The Rest: Doctrine of Ademption Alive and Well

• • 0 Comments

In Canada estates and trusts law aims to give effect to a testator’s intentions. This principle is paramount and part of the rationale for the common law doctrine of ademption: if property which is gifted in a will no longer exists at the time of the testator’s death, the gift “adeems” or fails. In part, the doctrine assumes that a testator may have disposed of the property before his death….

Best Gets The Rest: Doctrine of Ademption Alive and Well Continue Reading »

Uncategorized
Scroll to Top