CIBC Private Wealth Management Blog
Kim Dwyer

Asset Publisher

Wealth Strategies

Choosing the Right Fiduciary

Kimberly Dwan Bernatz
February 19, 2020

Over the next 25 years, 45 million U.S. households are expected to transfer $68 trillion to the next generation, according to Cerulli Associates. Given the wide use of trusts for estate planning purposes, it’s not surprising that the largest generational wealth transfer in history has resulted in increased trust litigation particularly surrounding the role of successor trustees. A successor...
January 2016

Smart Money Moves For Your Annual Bonus

Kim Dwyer
January 29, 2016

  The end of the year is often a celebration of family, tradition and the fruits of our labor over the last year. For many, it is also the time for another kind of custom—the annual bonus. A bonus can be a welcome windfall and a well-deserved reward, but also something that can be spent in countless different ways. The possibilities are certainly tempting, but remember that you don’t have...
Wealth Strategies

Beyond Insurance: Advanced Asset Protection Strategies

Kim Dwyer
April 14, 2016

  Whether you’ve built your wealth from the ground up or inherited it, taking certain precautionary measures beyond insurance is important in order to protect your assets. This is becoming more critical for women, who are increasingly likely to be the main breadwinners in households—approximately one out of five wives now earn more than their husbands, according to a CBS News article...