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The Wealthy Barber on what you may have overlooked in your estate plan.
The Wealthy Barber on planning for your digital assets after you’re gone.
The Wealthy Barber's strategy for family heirlooms and personal belongings.
Augmenting the client-advisor connection in making wealth planning work for you.
Harmony across families can be maintained by having multi-generational dialogue. Learn how you can start the conversation with your loved ones.
“I don’t want to be an executor. Too much work. Too much stress. Too much potential liability.”
“The last thing you want is for your cottage, a place of great memories, a true family treasure, to end up being a wedge that drives your family apart.”
“If you’re named executor, please get professionals involved. I don’t mean psychiatrists, though that may be a good move, too.”
Regardless of your age or stage of life, a proper and up-to-date Will and estate plan offers peace of mind, and can help ensure you and your loved ones are protected.
Current impacts from COVID-19 are prompting Canadians to consider how and where they’ll grow old and who will take care of them. Learn why having a plan in place is important.