CIBC Private Wealth Management Blog
Halsey Schreier
Wealth Strategies

3 Reasons Why Delaware May be the Best Jurisdiction for You

Halsey Schreier
August 20, 2019

This is the third blog in a three-part series that focuses on Delaware law for your trust. Delaware is known as the First State. Of course, this nickname refers to its position in line to ratify the U.S. Constitution. However, Delaware has also been at the forefront of trust law since the beginning of the twentieth century. Many states, including Alaska, Nevada, and South Dakota, have...
Wealth Strategies

3 Reasons Why a Delaware Trust May Be Ideal for Your Business Interest

Halsey Schreier
August 13, 2019

This is the second blog in a three-part series that focuses on Delaware law for your trust. Trusts can be used in a variety of ways to manage wealth and plan for the future. They offer broad flexibility for structuring and managing assets, can help reduce administrative costs and delays at death, and often provide substantial estate and gift tax savings. If you’re considering transferring...
Wealth Strategies

5 Reasons You Should Consider Delaware Law for Your Trust

Halsey Schreier
August 06, 2019

This is the first blog in a three-part series that focuses on Delaware law for your trust. When you’re creating a trust for the benefit of yourself or your family members, choosing the state law that will govern it has many implications and potential benefits for you and your beneficiaries. Delaware has long been the state law of choice for grantors. So, what makes Delaware law so...
Wealth Strategies

Uncovering the Facts About Estate Planning Documents

Halsey Schreier
October 23, 2018

Myths aren’t just the stuff of legends. They’re everywhere—even in the financial world. Myths can be damaging, but also instructive, especially when we examine the counter-story. Each quarter in The Advisor, we will address some of the common myths that surround a particular wealth management or investment topic. This quarter, our focus is on estate planning, health care proxies and...
Wealth Strategies

5 Financial Priorities to Pass on to Your Kids

Halsey Schreier
July 18, 2017

Download PDF   Helping your children make financial decisions is a good thing—you can point them in the right direction when they’re wondering if they can afford that car, which credit card to open or whether it’s a good idea to take out that loan. Helping them with decisions like these will teach them good financial practices— an undeniably necessary skill. However, it is even...