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Fundamentals of Estate Planning

Apr 21, 2022 11:30 AM Eastern Daylight Time - Apr 21, 2022 12:30 PM Eastern Daylight Time
Location To Be Determined

Many clients have valued a review of their estate plan given the current pandemic.

In this comprehensive presentation, Claudia Morrison and Alda Tropea of RBC Royal Trust takes you through what you need to know about the fundamentals of Estate Planning.

Claudia and Alda will discuss considerations for Wills, the importance of appointing an executor and a power of attorney and how to incorporate trusts in your estate plan.


The Wealthy Barber’s dad on being an executor of a Will

April 14, 2022 |David Chilton

Settling an estate with no experience is not for the faint-hearted

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Three Will and estate planning facts that will surprise you

October 08, 2021 |David Chilton

The Wealthy Barber with Bryan and Sarah Baeumler discuss surprising estate laws in Canada

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The Wealthy Barber’s advice to Bryan and Sarah Baeumler on being named an executor of a Will

October 08, 2021 |David Chilton

Hiring a professional instead of DIY isn’t just for home renos

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How family, real estate and business can complicate finding the right executor

October 08, 2021 |David Chilton

Bryan and Sarah Baeumler consider the Wealthy Barber’s advice; get help!

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The Wealthy Barber explains two ways you can invest

July 07, 2021 |David Chilton

The basic principles of investing cover bitcoin, stocks and even your bank account

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Make your Will immediately if not sooner

July 07, 2021 |David Chilton

The Wealthy Barber's crucial message to all of his French-speaking friends, in French

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The Wealthy Barber on how a corporate executor helps family harmony

July 07, 2021 |David Chilton

Instead of placing the stress on a loved one, experienced professionals can carry out your last wishes

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The Wealthy Barber: How a trust company can help

July 07, 2021 |David Chilton

If you’re acting as an executor of a Will, consider hiring an executor’s helper

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Have you made these two estate planning mistakes?

November 30, 2020 |RBC Wealth Management

The Wealthy Barber on what you may have overlooked in your estate plan.

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