Prioritizing Estate Strategies

 

 

Sharing your wealth gives you unique opportunities to support the people, organizations, and causes that mean the most to you. Although most charitable gifts come from the heart, doing so while repositioning investments for future opportunities and reducing tax liabilities can be a win-win situation. 

 

prioritizing-estate-strategies

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements. The opinions and other information in the commentary are provided as of July 6, 2023.

This summary is intended to provide general information only, and may be of value to the reader and audience. 

This material is not a recommendation of any particular investment or insurance strategy, is not based on any particular financial situation or need, and is not intended to replace the advice of a qualified tax advisor or investment professional. While Commerce may provide information or express opinions from time to time, such information or opinions are subject to change, are not offered as professional tax, insurance or legal advice, and may not be relied on as such. 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 is a division of Commerce Bank Investment Products: Not FDIC Insured | May Lose Value | No Bank Guarantee