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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 Are you taking full advantage of estate and gift tax exemptions? Commerce Trust, working in conjunction with your estate planning attorney, can guide you through the in-depth conversations required to assess how the use of tax exemptions could most effectively be incorporated into your estate plan. 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. The current federal lifetime estate and gift tax exemption amounts, absent further legislative action, are scheduled to expire at the end of 2025. Connect with Jacquie Gabbidon, your dedicated Texas Market Executive for Commerce Trust in Dallas, at (214) 220-7124 or jacqueline.gabbidon@commercebank.com. Learn more about protecting your legacy at commercetrustcompany.com/estatetax.