Put your trust in a corporate trustee

Year-end tax planning should be part of everyone's financial routine. This checklist serves as a starting point to think about items that are important to consider every year. We encourage you to speak with your CIBC Private Wealth advisor and outside tax advisors to help ensure that you are taking full advantage of all year-end tax savings opportunities.

Author Charmaine Wilkerson discusses "Good Dirt," a sweeping story in which a family heirloom becomes a vessel for history, identity, grief, and renewal. Then, CIBC's Linda Beerman, Head of Wealth Strategies, shares insights into the practical and emotional intricacies of preserving and passing on tangible personal property.

Comprehensive wealth planning is about more than tax efficiency, investment strategy and the orderly transfer of financial assets. It is also about helping families prepare for the practical and emotional realities that come with wealth transfer.