CIBC Private Wealth Management Blog
Linda Beerman
Wealth Strategies

Age Wave

Linda S. Beerman
November 19, 2014

  Transitioning into Later Life   Moving into retirement, helping aging family members and ensuring both legal and quality-of-life clarity can create a multi-generational perfect storm of challenges and decisions that affect not just those being cared for, but also the adult children facing a host of bewildering decisions that could affect their own financial and...
Wealth Strategies

When Should You Begin Claiming Social Security Benefits?

Linda S. Beerman
September 17, 2014

It may be surprising to learn that Social Security remains the largest source of retirement income for Americans age 65 or older. However, there may be circumstances in which you may wish to claim benefits before reaching retirement age; it may also be beneficial to delay benefits until later in life in certain cases. Deciding when to begin claiming Social Security benefits depends on each...
Wealth Strategies

Four Ways To Make Tax-Efficient Gifts to Children & Grandchildren

Linda S. Beerman
July 09, 2014

At Atlantic Trust, we often receive questions from grandparents who want to provide a financial cushion for their grandchildren in the future. But lately, these clients have been calling with a more pressing concern: How can they assist their adult children who are overwhelmed by the high costs of raising children? As the mother of two adult children, I know from experience that the costs...
Wealth Strategies

Legacy Planning, Part III: Bringing Philanthropy Into the Family

Linda S. Beerman
May 21, 2014

This is the third and final installment of our three-part series on family legacy planning. In Part I, we examined how your family’s values, history and long-term goals can help shape your legacy over time and discussed the importance of looking at wealth holistically, rather than exclusively in terms of the physical assets. In Part II, we looked at some of the ways to bring your family’s...
Wealth Strategies

Legacy Planning, Part II: Telling the Family Story

Linda S. Beerman
May 14, 2014

This is Part II of our three-part series on family legacy planning.  In Part I, we discussed the importance of looking at wealth holistically, rather than exclusively in terms of the physical assets. In Part II, we will look at some of the ways to bring your family’s vision to life. While vision is critical as a touchstone, legacy planning tools such as ethical wills, let­ters to trustees...
Wealth Strategies

Legacy Planning, Part I: Looking Beyond the Assets

Linda S. Beerman
May 14, 2014

Family legacy planning is an opportunity to define, reflect on and express what wealth really means to the family. For most families, this process involves identifying the core values that make the family who it is. For some, it is an opportunity to groom the family’s future leaders. If done well, for all families, it may be what makes estate planning’s legal and tax provisions understandable...
January 2014

Choosing the Best Giving Vehicle

Linda S. Beerman
January 29, 2014

When it comes to charitable planning, our clients often ask, “What is the best way to give?” While cash gifts are the most direct way, they are not the only way to support your favorite cause.   In fact, you might be interested in the additional benefits that can be achieved with a structured giving vehicle, such as the long-term convenience of a donor-advised fund , the control...
Firm News

Atlantic Trust team heads to annual Heckerling Institute in Orlando

Linda S. Beerman
January 22, 2014

[gallery type="slideshow" ids="228,227,226,222,223,224,225,221,220,219,218,214,215,216,217,213,186,184" orderby="rand"]   Last week, I had the pleasure of attending the 48th Annual Heckerling Institute on Estate Planning held at the Orlando World Center, Marriott Resort & Convention Center in Orlando, FL. As the nation’s largest and most prestigious conference for estate...
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