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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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Have you prepared and reviewed your Will?

March 16, 2020 |Investment, tax and lifestyle perspectives from RBC Wealth Management Services

Here are two handy checklists of questions to address and aspects to consider.

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Thinking ahead for beneficiaries with disabilities

March 15, 2020 |Investment, tax and lifestyle perspectives from RBC Wealth Management Services

When a family member has a disability, estate planning may be more complex. Here are two potential options to consider.

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How the Wealthy Barber manages emotions when it comes to investing

March 12, 2020 |David Chilton

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

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Redefining your estate in the digital age

March 10, 2020 |Investment, tax and lifestyle perspectives from RBC Wealth Management Services

Find out how the digital shift may impact how you plan your estate, and tips for pre-planning your digital assets.

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The Wealthy Barber explains the benefits of a testamentary trust

February 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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David Chilton, The Wealthy Barber

Planning to protect your estate and your loved ones, now and for the future

December 04, 2019 |RBC Wealth Management

This four-part video education series highlights information that can help you protect your estate today and for the future.

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The Wealthy Barber: Get an up-to-date will!

August 05, 2019 |RBC Wealth Management

I continue to be amazed by, and distressed over, the number of otherwise-responsible people I deal with who don’t have an up-to-date will.

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The Wealthy Barber on why a DIY approach for executors is often unwise

February 20, 2019 |RBC Wealth Management

Being an executor is a huge responsibility and frequently involves a tremendous amount of time and stress. Why not get help? —David Chilton

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Why The Wealthy Barber won’t act as executor for even his closest friends

December 04, 2018 |RBC Wealth Management

I refuse to take on the executor role for even my closest friends’ wills. If you’re wondering why, you’ve probably never been an executor. —David Chilton

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