Comerica Wealth Management

When it comes to estate planning, choosing between a will or a revocable living trust can make a big difference. Additionally, utilizing both can provide the following benefits: 🔵 Coverage of any assets not listed in the trust 🔵 Comprehensive estate planning 🔵 Increased flexibility 🔵 Potential tax benefits 🔵 And more Learn the key differences between the two documents. ⬇️ Need more planning help? Access our in-depth estate planning checklist here: https://lnkd.in/gWBp3A49 #ComericaWealthManagement #EstatePlanning #NationalEstatePlanningAwarenessWeek

Estate planning isn’t just about preparing for the future—it’s about safeguarding your legacy and providing peace of mind for yourself and those who matter to you. 🔒 Swipe through to learn more about the essential documents needed for a smooth estate planning process. Learn more about estate planning here:  https://lnkd.in/gTgqFHaJ #ComericaWealthManagement #EstatePlanning #WealthManagement #NationalEstatePlanningAwarenessWeek

Do you receive “carried interest” compensation? If so, this unique income source comes with equally unique tax and estate planning considerations. Read Comerica’s guide to find out how to navigate valuation, set up transfer vehicles and more. Read here: https://lnkd.in/gSCntWGK #Comerica #WealthPlanning #Taxes

The wait is over. Our 2024 Year-End Planning Guide is officially available for download, giving you actionable insights on finance, the economy, and the impacts of the upcoming election. Download your complimentary copy of our Year-End Planning Guide today: comerica.com/yepg #ComericaWealthManagement #YearEndPlanning #FinancialPlanning

From investment strategists to private bankers, our team offers a wide range of specialties, giving you exclusive service. Our tailored approach ensures every aspect of your wealth is carefully managed and set up for long-term success. 💵 Find an advisor near you to get personalized service: https://bit.ly/3SDz5u9 #ComericaWealthManagement #Comerica #FinancialPlanning #InvestmentStrategy #WealthPlanning

At Comerica Wealth Management, we’re fortunate to have an incredible team of trailblazing women who lead with expertise and innovation. Their dedication is apparent in the success and achievements of our customers. We’re thrilled to feature some of our amazing colleagues during this #NationalWomensBusinessMonth: Meet Lisa Featherngill → https://bit.ly/3ZnMX0M Meet Andrea Bruce → https://bit.ly/4eniwfu Meet Melissa Linn → https://bit.ly/3zjWxXW #ComericaWealthManagement #Comerica #WomenInBusiness #WealthManagement

#FinancialPlanningMonth is the perfect time to reflect and act on your financial goals. By setting a strong financial foundation today, you're not only securing your future but ensuring your legacy lives on for generations to come. Our wealth management services are here to help guide you every step of the way. Unlock more info on financial planning in our guide from Melissa Linn: https://bit.ly/3ZX0UTw #ComericaWealthManagement #Comerica #FinancialPlanning #LegacyPlanning #WealthManagement

Our core values guide us in every task, helping our customers envision and achieve their goals. 🏆 Reaching for the ‘bigger possible’ means embracing our customers' boldness and curiosity as we work together to unlock new opportunities and achieve lasting success. Ready to explore what's possible for your future? Learn more here: https://lnkd.in/g5iYV6yg #ComericaWealthManagement #CoreValue #CustomerService #FinancialGoals

During #NationalWomensBusinessMonth, we’re honored to support women business owners who are shaping their industries and communities. At Comerica Wealth Management, our team is here to help you reach your goals and manage your financial future with confidence. Connect with these three incredible colleagues who are ready to support women in business: Meet Lisa Featherngill → https://bit.ly/3ZnMX0M Meet Andrea Bruce → https://bit.ly/4eniwfu Meet Melissa Linn → https://bit.ly/3zjWxXW #ComericaWealthManagement #WomenInBusiness #Comerica #WealthManagement

Over the course of time, the stock market averages about 7-10% annually after adjusting for inflation. Investing in the stock market can be a powerful way to grow your wealth since you can take advantage of compounding interest. In our guide, we explain how to structure your portfolio, factor in risk and set yourself up to have your money work for you. Read the guide here: https://bit.ly/4fLvlS9