Q. HOW DO I KNOW WHEN TO ENGAGE PROFESSIONAL MANAGEMENT SERVICES? A. There is no one right answer for everyone, but usually individual trustees who suddenly find themselves facing business responsibilities for which they have little experience, or who have more complicated family business or real estate issues, are among the first to call us. If you find yourself wanting to develop a coordinated management or transition plan for an ongoing business or property, you can call Commerce at 1-800-292-1601. Follow the prompts to Ext. 1-3213.
*Always consult with your CPA and professional advisor on matters involving income taxes. Past performance is no guarantee of future results, and the opinions and other information in the commentary are as of November 6, 2017. This summary is intended to provide general information only and is reflective of the opinions of Commerce Trust Company. This material is not a recommendation of any particular security, is not based on any particular financial situation or need, and is not intended to replace the advice of a qualified attorney, tax advisor or investment professional. Diversification does not guarantee a profit or protect against all risk. Commerce does not provide tax advice or legal advice to customers. Consult a tax specialist regarding tax implications related to any product and specific financial situation. Data contained herein from third-party providers is obtained from what are considered reliable sources. However, its accuracy, completeness or reliability cannot be guaranteed. Commerce Trust Company is a division of Commerce Bank.
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