Inherited Assets PC1215-Digital

ESTATE PLANNING

INHERITED ASSETS

WHAT TO DO NEXT ■  Select a financial advisor who can help you prudently address all of the different aspects involved in receiving an inheritance. ■  Determine what types of assets you have inherited. ■  Talk to your investment advisor to see how the new assets impact your current financial situation, objectives and investments as well as explore opportunities to use inherited wealth to achieve your short-term and long-term goals. ■  Work with your other professional advisors, such as your attorney and accountant, to avoid paying an unnecessarily large portion of your inheritance to taxes. Prepared by Broadridge Investor Communication Solutions, Inc. Copyright 2016. Broadridge Investor Communication Solutions, Inc. does not provide investment, tax, or legal advice. The information presented here is not specific to any individual’s personal circum- stances. To the extent that this material concerns tax matters, it is not intended or written to be used, and cannot be used, by a taxpayer for the purpose of avoiding penalties that may be imposed by law. Each taxpayer should seek independent advice from a tax profession- al based on his or her individual circumstances. These materials are provided for general information and educational purposes based upon publicly available information from sources believed to be reliable—we cannot assure the accuracy or completeness of these materials. The information in these materials may change at any time and without notice. To explore how the preceding article could potentially impact your

investments, please contact a Commerce Trust advisor. 1-855-295-7821 | commercetrustcompany.com

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