Tax-Efficient Estate Planning Strategies

Strategies to help you minimize your taxes

Strategies to help you minimize your taxes

 

For high-net-worth individuals and families, maximizing what you have earned often requires taking steps to minimize your tax liability. Explore the insights below from the Private Wealth Management team at Commerce Trust to learn about different types of trusts and their tax benefits, tax-efficient ways to give gifts to family, and charitable giving strategies that may lower your tax liability. If you would like to learn more about our estate planning and tax management capabilities, fill out the contact form below to connect with a Commerce Trust wealth management consultant.

 

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Featured Articles

Aerial view of green forests and blue lakes and rivers in summer

Donating assets to charity not only supports philanthropic causes but can also lead to tax savings for high-net-worth donors and their families.

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Looking out from inside cave towards ocean and small island piece of land in the distance

Different types of trusts are suitable for specific purposes. Learn the tax benefits of some commonly used trusts and how they may fit into your estate plan.

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Drone view of a family walking along beach by the ocean

Giving gifts to family members has advantages for both the recipient and the donor. These strategies can maximize the financial benefits of your gifts.

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Resources

 

Gold line icon of houseCredit Shelter Trusts Versus Portability

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Irrevocable Life Insurance Trusts (ILITs)

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Gold line icon of man in tieSpousal Lifetime Access Trusts (SLATs)

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Gold line icon of dollar bill with two lines above itIntentionally Defective Grantor Trusts (IDGTs)

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