EPISODE · Jan 6, 2023 · 13 MIN
Aging Wisely: Your estate plan and its impact on your family
from Wealth Planning Illuminated · host CIBC Private Wealth US
The most effective estate plan is one that covers all the basics in a very practical way throughout your life. While you don’t need to have significant wealth to need practical planning, you do need to have a vision for how you want your family taken care of. There are some practical planning steps that can help your estate plan be effective for you and your family as you age.
What this episode covers
The most effective estate plan is one that covers all the basics in a very practical way throughout your life. While you don’t need to have significant wealth to need practical planning, you do need to have a vision for how you want your family taken care of. There are some practical planning steps that can help your estate plan be effective for you and your family as you age.
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Aging Wisely: Your estate plan and its impact on your family
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