PaperCity Magazine

PaperCity Dallas December 2024

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Commerce Trust is a division of Commerce Bank. Investment Products: Not FDIC Insured | May Lose Value | No Bank Guarantee Commerce Trust does not provide tax advice to customers unless engaged to do so. Safeguard your legacy The current federal lifetime estate and gift tax exemption amounts, absent further legislative action, are scheduled to expire at the end of 2025. Are you taking full advantage of today's higher exemption? Assessing how these changes may impact your plan will involve in-depth conversations with your wealth management team and estate planning attorney. Any adjustments will require meticulous document preparation. The holistic, team-based approach at Commerce Trust, consisting of financial and tax planning, investment portfolio management, and trust administration, is designed to guide you toward achieving your family's goals while safeguarding your legacy. Connect with the Commerce Trust team at commercetrustcompany.com/estatetax to safeguard your legacy.

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