Estate Planning

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Estate Planning

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. You need an estate plan to:

Reduce administrative expenses and legal fees on your death
Preserve and leave a lasting legacy for your heirs, favourite charities and causes
Control, manage and allocate who receives your assets on your death

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Estate Planning

An estate plan helps ensure a smooth wealth transition to your family. We advise on issues like minimizing taxes, reducing market risk impact and potential family disputes—now and when your estate is settled.

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Estate preservation and enhancement

An estate plan sets out who you’d like to receive your property upon your death. Done properly, this plan takes into account how the various assets you own should be transferred so that as much of your estate value as possible is preserved for your beneficiaries.

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Tax and estate planning in uncertain times

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Strategic philanthropy

There are many benefits to charitable giving, from the satisfaction of supporting worthy causes, to tax credits that can reduce taxes.

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CIBC Private Wealth” consists of services provided by CIBC and certain of its subsidiaries through CIBC Private Banking; CIBC Private Investment Counsel, a division of CIBC Asset Management Inc. (“CAM”); CIBC Trust Corporation; and CIBC Wood Gundy, a division of CIBC World Markets Inc. (“WMI”). CIBC Private Banking provides solutions from CIBC Investor Services Inc. (“ISI”), CAM and credit products. CIBC Private Wealth services are available to qualified individuals. Insurance services are only available through CIBC Wood Gundy Financial Services Inc. In Quebec, insurance services are only available through CIBC Wood Gundy Financial Services (Quebec) Inc.

CIBC Private Wealth services are available to qualified individuals. The CIBC logo and “CIBC Private Wealth” are trademarks of CIBC, used under license.