Summarizing certain elements of proposed legislation.

Trying to understand community property and separate property?

Is a Delaware trust right for your family?

Moving to a new state?

A new proposal introduced in the House of Representatives may eliminate the estate tax benefits of these arrangements. Understand how, and what you may want to consider doing to mitigate its impact on your planning.

Recently, the House Ways and Means Committee introduced proposals for new tax legislation. While these provisions are still in their preliminary form, it is important to understand the impact of the proposals, including potential changes to popular trust arrangements. 

Stay current on what’s happening in the economy to help you better understand how the financial news relates to your investments.

From the desk of CIBC Private Wealth Chief Investment Officer, Dave Donabedian, CFA

The stock market has experienced a remarkable run despite pockets of speculation around the fringes. What might change?

Considering a prenuptial agreement? Here are some things you should know.

There are a number of safety risks that can personally affect you and your family. Do you have a plan for assessing these risks and reducing vulnerabilities? 

Risks come in different forms. Do you know what to be look out for and how to protect yourself against them?

We share our recommendations on how to best protect your reputation.

Consider these four tactics as you think about protecting your family wealth.

What should a grantor consider when creating a trust?