PC-ES Estate Planning Basics PC1319-Digital

ESTATE PLANNING

ESTATE PLANNING BASICS

A WELL-DRAFTED ESTATE PLAN CAN HELP YOU

  Guarantee property is preserved and passed on

  Avoid lengthy probate

  Manage and minimize estate, income, and capital gains taxes as well as other expenses   Help avoid disputes between family members, loved ones, and/or third parties

  Transfer ownership of a business

  Provide higher education funding for children or grandchildren

  Establish limitations for spendthrift beneficiaries

Contact a Commerce Trust advisor today. 1-855-295-7821 | commercetrustcompany.com

Wealth | Investments | Planning Commerce Trust Company

NOT FDIC INSURED | MAY LOSE VALUE | NO BANK GUARANTEE

Made with FlippingBook - Online Brochure Maker