Allen Murphy
Alongside your plans for retirement, an estate plan can help protect those who you hold dearest.
Navigating the intricacies of estate planning as a retiree requires meticulous attention and guidance. Whether your focus is on securing health provisions, ensuring care for dependents, or effectively distributing your accumulated wealth, Estate Plans are invaluable tools for retirees.
At CIBC, our team can assist in facilitating essential family discussions, planning for caregiving needs, and offering insights into wealth transfer, estate settlements, tax planning, and appropriate insurance solutions for your golden years.
