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Named an executor? The Wealthy Barber says, “Renounce!”

Aug 07, 2020 |RBC Wealth Management

“If you’re named executor, please get professionals involved. I don’t mean psychiatrists, though that may be a good move, too.”

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Podcast: Key details to consider in Will and estate planning

Jul 30, 2020 |Rick Mirabelli and Brian Gibson

Regardless of your age or stage of life, a proper and up-to-date Will and estate plan offers peace of mind, and can help ensure you and your loved ones are protected.

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The Wealthy Barber on the markets, economy and the current business environment

Jul 06, 2020 |RBC Wealth Management

“I'm still a long-term optimist, there are definitely challenges out there now, but I feel good about where we're headed.”

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Podcast: Planning for an estate freeze or re-freeze

Jun 15, 2020 |Tony Maiorino and Abby Kassar

If you’re the owner of an incorporated business, an estate freeze is a planning tool that may improve tax efficiency and help to simplify your estate planning.

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Talking to your parents about their estate plan

Jun 03, 2020 |Leanne Kaufman

Start the conversation about estate planning to give you and your parents peace of mind, knowing there are documents in place to ensure their wishes are met.

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Have you talked to your family about estate planning?

May 05, 2020 |David Chilton, The Wealthy Barber

The Wealthy Barber says it’s important to talk to your loved ones about your estate plan and where your important documents can be found.

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Estate freeze planning

Apr 27, 2020 |RBC Wealth Management Services

“If you own all the shares of your business, an estate freeze can minimize taxes and provide you with more flexibility.”

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When should you review your will and estate plan?

Apr 22, 2020 |RBC Wealth Management Services

“As a start, many legal professionals generally recommend reviewing your plan every 3 to 5 years.”

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How the Wealthy Barber manages emotions when it comes to investing

Mar 12, 2020 |David Chilton

Author and investor David Chilton offers tips for dealing with market turbulence.

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The Wealthy Barber explains the benefits of a testamentary trust

Feb 27, 2020 |David Chilton, The Wealthy Barber

They are a tool—a quite flexible tool—that can help you to help the people you love.

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