Likely you already know many of the options available to you. But regardless of how you decide to approach the sale, it doesn’t happen overnight — the process can be quite lengthy and complicated. This is why we urge you to contact Commerce Trust today. Our team of financial professionals– along with your tax, legal, and estate planning counsel — can help you explore a variety of choices and assist with making educated decisions based on your goals and unique financial situation. Hopefully these articles provide insight for your journey.
By: Diane Steinkamp, Privately Held Investment Manager
By: Brynne C. Brown, J.D., LL.M., M.B.A., Trust Attorney
The opinions and other information in the commentary are provided as of August 30, 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