Estate Planning Series: Wills

Ensure Your Will Fits Your Needs

National Director of Key Family Wealth Legacy Planning Services Anne Marie Levin, and Jeff Wortley, Key Wealth Institute’s editorial chairman, discuss the importance of wills to estate planning. Find out the main reasons everyone should have a will, regardless of the size of one’s estate, how state laws and guardianship considerations play into a decision whether to have a will, and how to ensure your will captures your intended legacy and reflects your core values. They’ll also discuss the importance of open communication and family meetings in avoiding potential future conflict for your family.