DRAFT-PC-ES Estate Planning Basics



DURABLE POWER OF ATTORNEY Grants another person legal authority to manage your financial and business affairs in a general or limited capacity while you are alive. His or her authority ends at your death. Commerce Trust Company offers a variety of services to alleviate the uncertainties associated with your financial future. Our advisors can help you organize and understand your financial picture, with the goal of streamlining the estate planning process. Ask your advisor for the easy-to-use Estate Planning Workbook. It can help you understand the estate planning process, gather important information, start thinking about key decisions you’ll need to make, and prepare for conversations with estate planning professionals who can help draft your plan.

Made with FlippingBook - Online catalogs