CIBC poll finds disconnect in Canadians’ estate planning: nearly all say a will is essential, yet only half have one - CanadianSME Small Business Magazine

CIBC poll finds disconnect in Canadians’ estate planning: nearly all say a will is essential, yet only half have one - CanadianSME Small Business Magazine

Nearly three-quarters plan to transfer wealth while living, but without a plan, good intentions may fall short A new CIBC poll focused on inheritance and wealth transfer highlights a striking gap in estate planning among Canadians: while 94% believe everyone should have a will to clearly outline the transfer of assets, only 52% say they actually have one. The poll suggests the “why” behind this gap is less about values, and more about barriers t…