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It's recommended that you review your estate plan every 3-5 years. However, experiencing a major life event should prompt you to take a closer look sooner, rather than later.
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.
A testamentary trust is an estate planning strategy that provides an alternative to a direct or outright distribution of estate assets. It allows you to control the timing and distribution to your beneficiaries.
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.
Author and investor David Chilton offers tips for dealing with market turbulence.
RBC Wealth Management’s Global Portfolio Advisory Committee discusses the implications of the selloff in financial markets and the oil price collapse.
They are a tool—a quite flexible tool—that can help you to help the people you love.
What if something happens that isn’t bad, but instead is good? Well, it can still make sense to plan for it.
The Wealthy Barber has a Power of Attorney. Do you?
This four-part video education series highlights information that can help you protect your estate today and for the future.
