Wealth Planning Illuminated

Estate Planning Fundamentals: Distributing your wealth


Listen Later

One of the goals of estate planning is to maximize the value of the wealth you pass to your family members while minimizing the impact of taxes through trusts. However, an equally important objective is determining what these trusts should provide—and what that means for your family. If you’re unsure where to start, answering some basic questions can help facilitate the planning process.
...more
View all episodesView all episodes
Download on the App Store

Wealth Planning IlluminatedBy CIBC Private Wealth US