Wealth Planning Illuminated

While taxes may not be theprimary driver of your estate plan, considering your tax planning options can benefit both you and your beneficiaries. Dependingon your financial circumstances, the estate tax and generation-skipping transfer tax have the potential to significantly reduce your estate. Fortunately, there are a few strategies you can pursue to avoid paying more taxes than necessary.

Show Notes

While taxes may not be the primary driver of your estate plan, considering your tax planning options can benefit both you and your beneficiaries. Depending on your financial circumstances, the estate tax and generation-skipping transfer tax have the potential to significantly reduce your estate. Fortunately, there are a few strategies you can pursue to avoid paying more taxes than necessary

What is Wealth Planning Illuminated?

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—whether for your own needs, the people you hold dear or the causes that you care about.