A comprehensive estate plan empowers you to:
Ensure that your wishes and family needs are met.
Dispose of assets according to your desires.
Protect family wealth and privacy.
Plan for your own needs.
Minimize taxes and expenses.
If you do not have a will when you pass away, State Laws (Statute) and/or the court system will decide who your heirs are and how much they receive.
Of US Adults Do Not Have A Will
Of US Adults Have Not Named A Healthcare POA Or Proxy
Get to know these important estate-planning tools.
A trusted advisor can simplify estate planning by coordinating the work of specialists in:
- Wills and trusts
- Charitable giving
- Investment management
- Retirement planning
- Tax strategies
- Business succession planning
- Insurance and risk management
- Borrowing and liquidity
For more information, please contact your advisor.
The Key Wealth Institute is comprised of a collection of financial professionals representing Key entities including Key Private Bank, KeyBank Institutional Advisors, and Key Investment Services.
Any opinions, projections, or recommendations contained herein are subject to change without notice and are not intended as individual investment advice.
This material is presented for informational purposes only and should not be construed as individual tax or financial advice.
Bank and trust products are provided by KeyBank National Association (KeyBank), Member FDIC and Equal Housing Lender. Key Private Bank and KeyBank Institutional Advisors are part of KeyBank. Investment products, brokerage and investment advisory services are offered through Key Investment Services LLC (KIS), member FINRA/SIPC and SEC-registered investment advisor. Insurance products are offered through KeyCorp Insurance Agency USA, Inc. (KIA). KIS and KIA are affiliated with KeyBank.
Investment and insurance products are:
KeyBank and its affiliates do not provide tax or legal advice. Individuals should consult their personal tax advisor before making any tax-related investment decisions.