Insights

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.

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.

If you’re the owner of an incorporated business, an estate freeze is a planning tool that may improve tax efficiency and help to simplify your estate planning.

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.

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.

“If you own all the shares of your business, an estate freeze can minimize taxes and provide you with more flexibility.”