Articles with the Tag “Protecting Wealth”
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The Wealthy Barber on Why a DIY Approach for Executors Is Often Unwise (Video)
Getting professional help is about peace of mind and family harmony. That’s the part that’s way too frequently forgotten or underestimated.
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Estate Planning: How to Live, and Give, in the Longevity Boom
The good news is: Canadians are living longer. But what does longevity mean when planning to hand down your wealth?
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Have You Been Named as an Executor of a Will? The Wealthy Barber Says, “Get Help!”
Executor services protect you from liability and ease the burden on your family.
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Why Preparing Power of Attorney Documents can Provide Peace of Mind
Preparing for the unexpected now to meet tomorrow with confidence.
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Why You Need to Talk To Your Family About Estate Planning
Talking to family about what will happen to your estate when the time comes is a difficult conversation – but it’s also an essential one.
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What Does it Mean to Leave a Legacy?
Let’s bust four common myths about Will and estate planning so you can leave a legacy that is uniquely yours.
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Can You Hold Too Much Cash? Know the Pros and Cons
Exploring the “cash is king” vs “cash is trash” debate can help you better understand the potential benefits and costs of holding cash in your portfolio.
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Federal Budget 2024: What are the proposed capital gains tax changes and how might they affect me?
Canada’s recently unveiled 2024 budget proposes to adjust the capital gains inclusion rate. What does this mean for investors and taxpayers? Read on to find out how these changes might affect you.
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3 Steps to Banking Safely Online
Here are three steps to take to ensure you and your family stay cyber safe when banking online.
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What Is a Trust? The Wealthy Barber Explains
Trusts protect your wealth for the benefit of current and future generations.