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Secure your legacy Are you prepared to protect your legacy and minimize your taxes? Over the next 25 years, $124 trillion in financial assets is expected to transfer to the next generation. At Commerce Trust, we work to ensure your assets are strategically allocated to minimize tax liabilities while protecting what you pass on to your next generation and to your philanthropic beneficiaries. From understanding taxable gifts to leveraging tax exemptions, your private wealth management team will work collaboratively with your estate attorney and tax advisor to craft an estate plan tailored to your goals. Our holistic, team-based approach to servicing clients means your team of estate and tax planning, investment management, and trust administration professionals will work together to guide you toward achieving your personal and family goals while safeguarding your legacy. Planning your legacy in the way you envision is at the heart of the Commerce Trust approach. Contact Commerce Trust today at www.commercetrustcompany.com/estateplanning to secure your legacy. Commerce Trust does not provide tax advice to customers unless engaged to do so. Commerce Trust does not provide legal advice to its customers. Consult an attorney for legal advice, including drafting and execution of estate planning documents. Commerce Trust is a division of Commerce Bank. Investment Products: Not FDIC Insured | May Lose Value | No Bank Guarantee