Welcome!

Sep 10, 2019 |Partaker Wealth Management
Welcome to our new website. If you have any questions or comments, please Contact Us at your convenience. sincerely, Partaker Wealth Management Team
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The Wealthy Barber: Get an up-to-date will!

Aug 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

Feb 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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The Wealthy Barber on the benefits of corporate executorship

Dec 13, 2018 |Christina Churchill

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

Dec 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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