CIBC Private Wealth Management Blog
Scott Thompson
Wealth Strategies

Lifetime Gift Planning: New Strategies for Changing Needs

W. Scott Thompson
December 23, 2015

  [ As the new year approaches, Atlantic Trust is counting down the top blog posts of 2015. The post below was originally published on Sept. 30, 2015. ]     Most people recognize that an estate plan is about providing for those they love and doing so in a positive and empowering way. “I want to take care of the generations following me,” for...
Wealth Strategies

Lifetime Gift Planning: A New Way to Think About Wealth Transfer

W. Scott Thompson
September 30, 2015

  Most people recognize that an estate plan is about providing for those they love and doing so in a positive and empowering way. “I want to take care of the generations following me,” for instance, is a common sentiment. But if your estate plan was created, say, a decade ago, your plan might have called for using the estate exclusion amount as quickly as possible while also seeking to...