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Proactive Planning With Low Market Values Using Spousal Lifetime Access Trusts
Manage episode 258993054 series 2154733
Content provided by CIBC Private Wealth - Matt Mammola and CIBC Private Wealth. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by CIBC Private Wealth - Matt Mammola and CIBC Private Wealth or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.
Much has been written about how market volatility and low asset valuations create an opportunity to efficiently move wealth to children and grandchildren. While those explanations might resonate, not everyone is ready to give away a significant amount of wealth. After all, what if those assets are needed in the future? A strategy that allows the best of both worlds—efficiently transferring wealth, while retaining indirect access to that wealth if needed—is a Spousal Lifetime Access Trust (SLAT).
Read more about Proactive Planning During a Time of Uncertainty and Volatility:
https://private-wealth.us.cibc.com/blog/-/blogs/proactive-planning-during-a-time-of-uncertainty-and-volatility
45 episodes
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Manage episode 258993054 series 2154733
Content provided by CIBC Private Wealth - Matt Mammola and CIBC Private Wealth. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by CIBC Private Wealth - Matt Mammola and CIBC Private Wealth or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.
Much has been written about how market volatility and low asset valuations create an opportunity to efficiently move wealth to children and grandchildren. While those explanations might resonate, not everyone is ready to give away a significant amount of wealth. After all, what if those assets are needed in the future? A strategy that allows the best of both worlds—efficiently transferring wealth, while retaining indirect access to that wealth if needed—is a Spousal Lifetime Access Trust (SLAT).
Read more about Proactive Planning During a Time of Uncertainty and Volatility:
https://private-wealth.us.cibc.com/blog/-/blogs/proactive-planning-during-a-time-of-uncertainty-and-volatility
45 episodes
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Similar to CIBC Private Wealth US
Listen for today's top stories, with context, in just 15 minutes. Get informed from Bloomberg's 3,000 journalists and analysts.
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continue reading
Bloomberg Best features the best stories of the day from Bloomberg Radio, Bloomberg Television, and over 150 Bloomberg News bureaus around the world. Hosted by Ed Baxter and Denise Pellegrini.
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continue reading
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continue reading
Tariffs, crypto, deregulation, tax cuts, protectionism, are just some of the things back on the table when Donald Trump returns to the Presidency. To help you plan for Trump's singular approach to economics, Bloomberg presents Trumponomics, a weekly podcast focused on the Trump administration's economic policies and plans. Editorial head of government and economics Stephanie Flanders will be joined each week by reporters in Washington D.C. and Wall Street to examine how Trump's policies are ...
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