Estate planning fundamentals: Purposeful planning: Considering whether life insurance fits within your wealth plan?

Collectibles and personal property often hold deep personal significance alongside financial and legacy value. In this webinar, experts from CIBC Private Wealth outline important wealth planning considerations for these assets, including preservation, valuation, transfer, gifting and sale, and approaches to help families navigate decisions with greater clarity and less conflict.

Tangible personal property such as jewelry, artwork, collectibles, and family heirlooms can create conflict in estate administration if your wishes are unclear. A strong estate plan can help protect your intentions, reduce disputes, and make transfers easier for your loved ones.

This is the final installment of a three-part series, designed to help you understand estate planning fundamentals from creating the documents to effectuating the plan.

This is the second installment in a three-part series, designed to help you understand estate planning fundamentals from creating the documents to implementing the plan.