PC-SS Trust and Estate PC1535-Digital

ESTATE PLANNING

TRUST AND ESTATE PLANNING

Personal Trust Services for Protecting Your Wealth

Regardless of the size of your investment accounts, everyone has an estate. Preserving your assets can be as challenging as building them. An experienced trust and estate planning advisor can help you protect your wealth and navigate the process of setting up a trust. Our team works with you to recognize potential risks to you and your family, identify ways to minimize your exposure, and keep you in control of your financial future. Utilizing personal trust and estate planning services can help you maintain control of your finances by:   Coordination of wealth transfer strategies to help you reduce taxes   Providing for family, friends and/or charitable causes   Distributing your assets privately and expeditiously by avoiding probate   Outlining your medical wishes including a health care directive and durable power of attorney Benefits of a Commerce Trust private client advisor:   Maintain your lifestyle without the administrative burden of managing the details   Stay informed about your financial position

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