Estate Planning

You’ve worked hard to maintain financial security in your lifetime and your financial strategy must include a plan for building wealth today – and for preserving your wealth in the future.

Your Financial Advisor can help you develop a comprehensive estate plan that can help you grow and protect your assets today, provide for the transfer of your assets upon your death and minimize taxes.

As your trusted financial partner, we will:
  • Analyze your current financial picture – including growth goals and risk tolerance
  • Work with you to identify your intentions and preferences regarding wealth transfer
  • Create a customized estate planning strategy that meets your needs and goals

And, we can effectively consult with other professionals such as your attorney or tax advisor when needed to ensure continuity.1

Our planning will focus on four key areas to help preserve and protect what you’ve earned:
  • Wealth accumulation
  • Charitable gifting
  • Tax-advantaged life insurance2
  • Wealth transfer

Interested in learning more?

Disclosures:

  1. Commerce Brokerage Services, Inc. does not provide tax advice or legal advice to customers. Consult a tax specialist regarding tax implications related to any product and specific financial situations.
  2. Insurance products sold through Commerce Insurance Services, Inc., a wholly owned subsidiary of Commerce Bank.
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  • The information provided on this website is not meant as a recommendation or endorsement of any specific security or strategy. An individual’s situation can vary; therefore the information provided above should be relied upon only when coordinated with individual professional advice.
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  • Commerce Brokerage Services, Inc., Member FINRA/SIPC, is a wholly owned subsidiary of Commerce Bank. This site is not intended for use by, or to provide any information to, investors in any state where Commerce Brokerage Services, Inc. is not registered or in any jurisdiction outside the United States of America where such use would be prohibited or otherwise regulated. Nothing on this web site shall be considered a solicitation to buy or an offer to sell a security to any person in any jurisdiction where such offer, solicitation, purchase or sale would be unlawful under the securities laws of such jurisdiction.