Wealth is about more than just assets. It's about independence, financial success, and the ability to meet the needs of your family and support your favourite causes. Regardless of how much wealth you've accumulated or want to accumulate, your estate plan, like any important undertaking, requires planning, skill and ongoing attention.
Estate planning enables you to plan for tomorrow. No matter what stage of life you're in, an estate plan can help simplify the transfer of assets to the next generation and protect your beneficiaries. A carefully crafted estate plan provides for the well-being and security of your loved ones upon your death. No matter what your financial situation may be, estate planning can help you protect your assets.
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- Conservation and distribution of assets
- Provision of income for survivors
- Prevention of unnecessary economic hardship for survivors
- Minimization of excessive tax or transfer costs
- Distribution of wealth to heirs
- Estate equalization
- Possible avoidance of probate (probate not applicable in Quebec)
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Your CIBC Wood Gundy Investment Advisor understands the financial decisions you need to make, and more importantly, the impact on future generations. To begin a discussion of your comprehensive estate planning needs, contact your CIBC Wood Gundy Investment Advisor, who can introduce you to a qualified Estate Planning Specialist.
