CIBC Private Wealth US

The Advisor: Estate Planning After Tax Reform


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Trusts are important tools to help manage and protect assets for the long term or to achieve certain tax benefits. Today, it’s critical to consider the need for flexibility so that the trust can adapt to changing times, circumstances and tax laws. Maximum flexibility can help the next time the law changes—and it will.

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CIBC Private Wealth USBy CIBC Private Wealth

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