Estate planning

Estate Planning

Avoid surprises

Executors should tell charities about any gifts or bequests.

By Daniel J. Dochylo |September 18, 2012

8 min read

Planning and Advice

Takeaway: 5 things that’ll boost your practice

Databases that indicate clients’ risk tolerances, investments, frequency of contact, etc.

By Staff |September 17, 2012

1 min read

Estate Planning

Common U.S. tax troubles

If the complexity of U.S. cross-border taxes doesn’t convince you to get help, the liability factor will.

By Melissa Shin |September 1, 2012

3 min read

Estate Planning

How to buy art

Art purchases aren’t just for show; they’re also a solid investment to pass on to future generations. Help clients start a collection with these tips.

By Vikram Barhat |August 24, 2012

1 min read

Estate Planning

Estate plans are for everyone

Everyone needs an estate plan, says Jamie Golombek, managing director of tax and estate planning with CIBC Private Wealth Management.

By Martha Porado |August 22, 2012

2 min read

Estate Planning

Bad estate planning burns inheritance

With proper tax planning, you can reduce the amount of taxes payable on your property. But, improper planning can cost you a whole lot more; one B.C. couple's ill-advised plans cost them $700,000.

By Mark Weisleder |August 21, 2012

2 min read

Estate Planning

Avoid estate abuse

Lessons learned from the mishandling of miner Paul Penna’s multi-million dollar bequest

By Melissa Campeau |August 20, 2012

4 min read

Estate Planning

Help clients choose settlement options

An insurance policy’s fine print gives you a lot of control

August 2, 2012

2 min read

Estate Planning

Are your clients managing the finances of others?

One in ten Canadians are looking after the finances of a family member or close friend, finds a CIBC poll. But 31% of those doing so have no formal or legal agreement.

By Staff |July 27, 2012

2 min read

Estate Planning

Get clients to make estate decisions

Over one-third of Canadians don’t have a valid will; even at the low end, that’s a sorry state of affairs. If clients don’t want the division of their assets to end up in court, help them make decisions now.

By Philip Porado |July 20, 2012

2 min read

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