Miranda Burks, CFP®

Miranda is a financial planner with Commerce Trust . She is a member of the financial advisory services team, a dedicated financial planning practice within Commerce Trust that provides objective financial advice to clients. Following a thorough assessment of a client’s unique situation and thoughts regarding wealth, Miranda develops holistic and coordinated plans to help clients meet their shortterm and long-term goals as well as take full advantage of various planning, tax, and investment strategies along the way. Miranda joined Commerce Trust in 2018. Miranda received her Bachelor of Science degree in personal financial planning from Kansas State University. She also has earned her CERTIFIED FINANCIAL PLANNER™ designation. In her free time, Miranda spends her time with family and her Siberian Husky puppy, Atlas.

Tax-Efficient Estate Planning Strategies

 
For high-net-worth individuals and families, maximizing what you have earned often requires taking steps to minimize your tax liability. Explore the insights  from the Private Wealth Management team at Commerce Trust to learn about different types of trusts and their tax benefits, tax-efficient ways to give gifts to family, and charitable giving strategies that may lower your tax liability.

 

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