Resources

Estate planning

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Women's Circle
Good Dirt
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.
Estate planning
Beyond the balance sheet
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.
Wealth Planning Illuminated
Curating a legacy
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.
Estate planning
Estate Planning Fundamentals: How to Plan for Tangible Personal Property
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.
Estate planning
A new cost for certain NYC homes
A recent New York City pied-à-terre surcharge is drawing attention from owners of high-value residential properties, particularly those who maintain a home in the City and it is not their primary residence.
Financial Forum
Beyond the portfolio: Acquiring, maintaining and protecting tangible assets
Whether you’re building your own art collection, inheriting family gems, or just want to make the most of what you own, our experts will break down practical tips to help you assess, manage, and safeguard your tangible assets.
Estate planning
Keeping it in the family: A guide to retaining a legacy property across generations
Discover how thoughtful planning, the right ownership structures, and proactive governance can help keep your cherished property in the family — and avoid costly conflicts down the road.
Estate planning
Estate administration
Most people have little experience dealing with estate administration and are often overwhelmed when they discover they’ve been appointed to oversee it. While there are many activities involved with administering an estate, you may be able to ease
Estate planning
Supporting the next generation’s education
With the current high cost of education, you may wish to help fund current and future education expenses for your loved ones.
Estate planning
Benefits of Delaware over other states
Delaware has been at the forefront of trust law since the beginning of the twentieth century. Many states, including Alaska, Nevada, and South Dakota, have followed in Delaware’s footsteps to create flexible and useful environments for trust

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