Insights

When estate planning, remember to include your personal property and heirlooms

Why you should make a Will and include an up-to-date net-worth statement

Being an executor can be stressful. Are you ready for the job ahead?

David Chilton's guidance on Wills, powers of attorney hasn't changed

There’s a lot of advice online, and a lot of misinformation. If you’re an executor, get the right advice for you.

The Wealthy Barber on why executors should consider getting help from the professionals.

Will and estate planning tips for multiple generations

David Chilton has sold over five million copies of The Wealthy Barber and The Wealthy Barber Returns, a testament to the powerful advice he offers on how to invest and manage financial affairs. He sits down with Tony Chapman to share his life story and...

Who will manage your finances if you can’t? Powers of attorney are an essential part of your estate plan.