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.
Preserving your assets can be as challenging as building them. An experienced advisor can help you protect your wealth and navigate the process of setting up a trust. Our trust services 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 destiny.
Utilizing personal trust services can help you maintain control of your finances by:
- Reducing taxes
- Providing for family, friends, and/or charitable causes
- Distributing your assets privately and expeditiously
- Outlining your medical wishes
A COMMERCE TRUST ADVISOR
CAN ASSIST YOU AND YOUR FAMILY WITH
- Trust and probate administration
- Charitable trusts
- Family foundation management
- Real estate management
- Closely held business management
- Tax compliance and reporting
- Personal bill paying
- Elder care services