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Join the wealth strategists of CIBC Private Wealth as they shine light on the topic of wealth planning by sharing their insights and ideas on how to use wealth in ways that are important to you—whethe... more
FAQs about Wealth Planning Illuminated:How many episodes does Wealth Planning Illuminated have?The podcast currently has 50 episodes available.
September 21, 2023Understanding community and separate propertyWhen a married couple owns property, state laws may dictate how their property may be distributed at death or divided in a divorce. It is important to understand how your state of residence treats property ownership of spouses, especially if you are moving to a new state. ...more15minPlay
September 07, 2023Moving to a new stateThere are many factors that prompt a move to a new state, including location of family, better climate and, of course, taxes. If you are moving from a higher-tax state to a lower-tax state, it can be particularly important to effectively establish your domicile in your new state. ...more9minPlay
May 19, 2023Planning for your modern family“Family” is a powerful word, loaded with meanings and emotions. And today, family structures go far beyond historical legal and cultural definitions. For any of today’s families, the essential planning questions of yesterday still apply. In general, the special planning considerations for families that differ from “traditional” families fall into a few main categories....more15minPlay
May 04, 2023Protecting what is yours: financial risks of divorcePrenuptial agreements shouldn’t be thought of as an exit plan for a marriage or “just” a legal document, but rather a conversation that can help a couple to understand what they could be facing in their marriage and decide for themselves how to handle their financial affairs. Certain considerations may help you decide if a prenuptial agreement is right for you....more13minPlay
April 20, 2023Protecting those you love: personal safety riskThere are many types of personal security risks that you and your family may face. Being aware of and managing such risks can help you feel empowered rather than fearful. The process for assessing your risk should follow a clear methodology that identifies areas of vulnerability, followed by a plan for eliminating or reducing those vulnerabilities....more10minPlay
April 06, 2023Protecting what you have built: household, liability and online riskSafeguarding family wealth requires recognizing, acknowledging and preventing exposure to risks—and risks come in all shapes and forms, including people, computers or legal actions. All have the potential to damage your financial security and your family’s wealth....more13minPlay
March 16, 2023Protecting who you are: reputation riskGiven the online world in which we live today, it can be easy for an individual's reputation to be damaged. Luckily, there are certain considerations that can help you protect your reputation....more7minPlay
March 02, 2023Protecting your wealth: asset protectionAsset protection may cover everything from how assets are owned and titled, to how they’re insured and protected, to how they can be efficiently managed. As you think about protecting your family's assets, there are some tactics that may be right for you and your family....more13minPlay
February 16, 2023Administering a loved one's estateMost people have little experience dealing with estate administration and are often overwhelmed when they discover they’ve been appointed to oversee it. While there are many activities involved with administering an estate, you may be able to ease the burden by familiarizing yourself with the process....more15minPlay
February 02, 2023Aging Wisely: An ever-changing healthcare systemAt various stages of life—including, retirement, starting a new business, changing jobs, becoming Medicare-eligible—healthcare is one more decision point and understanding and managing it all can be a big undertaking. However, exploring a few topics can help you make better decisions about your healthcare today and in the future....more12minPlay
FAQs about Wealth Planning Illuminated:How many episodes does Wealth Planning Illuminated have?The podcast currently has 50 episodes available.