Tips for building a career path outside of the family business

Jun 08, 2021 |RBC Wealth Management

It’s important for the next generation be able to build their own career without impacting family relations.

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How to start a conversation around a prenuptial agreement

Apr 05, 2021 |RBC Wealth Management

While there may never be a perfect time to broach the subject, doing it early, honestly and sensitively can help remove a lot of the emotion and maintain family harmony.

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Finding success with budgeting

Oct 16, 2020 |RBC Wealth Management

While many people use a “cash in” versus “cash out” formula, there’s a simple change you can make to your budget to help make saving a priority.

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Does your family have a succession plan? Tips for maintaining family harmony

Sep 11, 2020 |RBC Wealth Management

Harmony across families can be maintained by having multi-generational dialogue. Learn how you can start the conversation with your loved ones.

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Podcast: Family tax planning with a prescribed rate loan strategy

Jun 30, 2020 |Prashant Patel & Michael Tarantino

“Depending on circumstances, it may be timely to consider a prescribed rate loan strategy to help effectively lower your family’s overall tax bill.”

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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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A guide to family meetings: Five tips to consider

Mar 17, 2020 |Investment, tax and lifestyle perspectives from RBC Wealth Management Services

Consider these strategies to help make family meetings an effective tool in wealth transfer planning.

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Thinking ahead for beneficiaries with disabilities

Mar 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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