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Insights for you

Insurance as a strategy for your business and family legacy

Building and running a successful business can be hugely rewarding, both personally and financially…

Family Business Succession Planning: 10 Tips for Success

All family-owned enterprises reach a point that requires tough decisions about charting a path for …

Estate planning: Act now before the sun sets on these estate planning tax breaks

“Those who fail to plan, plan to fail,” Benjamin Franklin once said. When it comes to p…

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EXPLORE RELATED INSIGHTS

The people behind the insights

Laurie Klinkhammer

National Head, Estate Settlement Services

BMO Wealth Management U.S.

As the head of BMO Private Bank's Estate Settlement Services group, La…

As the head of BMO Private Bank's Estate Settlement Services group, Laurie leads the post-death team that settles estate…

As the head of BMO Private Bank's Estate Settlement Services group, Laurie leads the post-death team that settles estates and trusts for deceased clients. She also works …

Leila T. Francis, JD

National Head, Fiduciary Advisory Services

Leila serves as a fiduciary professional and advisor in the areas of tax, …

Leila serves as a fiduciary professional and advisor in the areas of tax, trust and estate planning and administration. She …

Leila serves as a fiduciary professional and advisor in the areas of tax, trust and estate planning and administration. She provides customized advice to integrate the client…

Brad Herman, CFP®, AEP®, ChFC®

Regional Director, Wealth Planning

BMO Private Bank

Brad is a Regional Director of Wealth Planning, responsible for leading a …

Brad is a Regional Director of Wealth Planning, responsible for leading a team of Wealth Planning professionals while provid…

Brad is a Regional Director of Wealth Planning, responsible for leading a team of Wealth Planning professionals while providing leadership and strategic direction to the weal…

Stephen White, Senior Directo…

BMO Private Bank

Stephen White serves as a Senior Business Owner Strategist with the BMO BO…

Stephen White serves as a Senior Business Owner Strategist with the BMO BOSS - Business Owner Strategies & Solutions tea…

Stephen White serves as a Senior Business Owner Strategist with the BMO BOSS - Business Owner Strategies & Solutions team, a specialized group of professionals that provi…

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