A life insurance program, when structured and monitored properly, can play an integral role in your estate plan. A few key considerations can help you determine the best program for you and your family.

Retirement plans can be of significant value and often come with important tax implications. If you’re going through a divorce, it’s critical to understand how they are divided so that your interests are protected.

CIBC Private Wealth expands in Florida.

Depending on your financial circumstances, the estate tax and generation-skipping transfer tax have the potential to significantly reduce your estate. Fortunately, there are a few strategies you can pursue to avoid paying more taxes than necessary.

Like any issue that comes up during divorce, determining how to handle changes in insurance may not always be as straightforward as they seem. It’s important to be aware of all existing policies going into the divorce, as well as any new policies you may need as a result of the settlement. To learn more, read our recent blog post, Insurance Issues to Consider in a Divorce.

Deciding how you want your wealth distributed upon your death can be a daunting task. If you’re unsure where to start, answering some basic questions about how you want your future wealth plan to look like can help facilitate the planning process

You don’t necessarily lose your Social Security spousal benefits after a divorce. Here are three considerations to keep in mind to help you receive the highest benefit for which you’re eligible.

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 an overall wealth plan that includes an estate 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.

Like any issue in divorce, there’s no one-size-fits-all solution for determining who will bear the brunt of financially supporting the children. Still, if you’re going through a divorce and have minor children, these three considerations may help frame the conversation.

Almost two-thirds of business owners plan to transfer their ownership sometime in the next decade, yet many are unprepared for the various challenges selling a business presents. We disclose key steps every business owner should consider before making the transition.

Like most aspects of divorce, going through the process of determining spousal support can create undue emotional and financial stress without proper preparation.

The decision of when and how to sell a privately-held business is often based on three factors: economics, emotion and need.

Whether you and your spouse decide to sell your home now or at some point in the future, there are many moving pieces involved.

The number of people in the United States living with dementia is growing exponentially year over year. According to the Alzheimer’s Association, an estimated 46.8 million people worldwide were living with dementia in 2015, and the number is believed to be close to 50 million people for 2017. By 2030, it’s projected that 75 million Americans will be affected by the symptoms of cognitive...

A challenge for any business owner is knowing when and how to transition leadership. If you run a family business, the decision can be even more complex as family harmony and relationships are often at stake.