CIBC Private Wealth Management Blog
Becky Milliman
Wealth Strategies

4 Considerations When Evaluating Life Insurance

Becky Milliman
June 18, 2019

Is Your Life Insurance Policy Right For You And Your Family? This is the fourth blog in a four-part series that focuses on estate planning. A life insurance program, when structured and monitored properly, can play an integral role in your estate plan. If you have loved ones who depend on you for financial support, life insurance can help protect and transfer the wealth you have earned...
Wealth Strategies

3 Strategies for Minimizing Estate Taxes

Becky Milliman
June 11, 2019

Trying To Minimize The Impact Of Estate Tax On Your Loved Ones? This is the third blog in a four-part series that focuses on estate planning. An important component of providing for your loved ones often includes minimizing what goes to taxes. While taxes may not be the primary driver of your estate plan, considering your tax planning options can benefit both you and your...
Wealth Strategies

3 Key Questions to Ask as You Develop Your Estate Plan

Becky Milliman
June 04, 2019

Deciding How To Distribute Your Wealth? This is the second blog in a four-part series that focuses on estate planning. One of the goals of estate planning is to maximize the value of the wealth you pass to your family members while minimizing the impact of taxes through trusts. However, an equally important objective is determining what these trusts should provide—and what that means...
Wealth Strategies

3 Considerations for Thoughtfully Planning for Your Assets

Becky Milliman
May 28, 2019

Creating A New Or Revised Estate Plan? This is the first blog in a four-part series that focuses on estate planning. Many people find a sense of satisfaction and joy from using their wealth for themselves, their family, and the causes they hold most dear. However you define success, envisioning your legacy often requires the peace of mind that your financial affairs are in order—a goal...
Women's CIRCLE

Women’s CIRCLE Meets to Discuss Legacy Legends in Chicago

Rebecca W. Milliman
November 10, 2016

  Our Chicago office was pleased to host the latest installment of Atlantic Trust’s Women’s CIRCLE event series last week. Titled “Legacy Legends: Preserving Your Family’s True Treasure,” the evening event gave our guests an opportunity to discuss the meaning and importance of legacy for their own families.     Joining us for the evening was Brian Floriani, founder...