The Wealthy Barber: Get an up-to-date will!

Jul 31, 2019 | Trevor Earle


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Get an up-to-date will now! And keep a copy of an up-to-date net-worth statement with it; one that not only lists your assets, but also clearly tells where to find them and provides pertinent details.

Professional Portrait

 

Over the past few decades, David Chilton, author of The Wealthy Barber, has been writing about practical financial steps that all Canadians can benefit from. Lately, his focus has been on will and estate planning.

Recently, I have been made aware of some real life examples of clients and acquaintances that have not acted on this advice and the problems that arose.

Please read Chilton’s article here and watch his video to learn more.

 

As always, I am available to discuss this further.