Estate Planning Fundamentals: Creating a new or revised estate plan

However you define success, envisioning your legacy often requires the peace of mind that your financial affairs are in order—a goal that can usually be achieved by developing a comprehensive wealth plan. Whether you’re creating a new estate plan or revising an existing one, a few key considerations can help you effectively meet your objectives.

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.