PaperCity Magazine

PaperCity April 2025 Dallas

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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. Secure your legacy Are you taking full advantage of your lifetime estate and gift tax exemption? 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. 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 securing your legacy at commercetrustcompany.com/estatetax.

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