Plan Your Estate

Following are some of the major categories and tasks our advisors and I are recommending for clients to get their financial houses in order.

“Our new Constitution is now established, everything seems to promise it will be durable; but, in this world, nothing is certain except death and taxes.” – Benjamin Franklin

There are trust vehicles available today that can help you prepare for the future and take advantage of planning opportunities. These include dynasty trusts, spousal lifetime access trusts, and self-settled domestic asset trusts.

You say you want a revolution, we better get on right away, well you get on your feet and get out in the street and update that durable power of attorney (POA). All right, so the words of John Lennon’s 1971 ballad were slightly different, but they stress the urgency of the situation.

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 basics on trusts, beneficiaries and how the different types of trusts can manage a family's needs.

If you do not have a will when you pass away, your state’s court system will decide who your heirs are and how much each receives.

The biggest misconception people have about estate planning is that "they are not that old, and can do it later," say almost half (49%) of advisors in the Key Private Bank Advisor Poll on estate planning.

More and more of our daily activities are moving online. All aspects of our lives—whether financial, social, work or leisure— increasingly have a presence on our computers or the Internet.

Did you know that 70% of high-net-worth families lose much of their wealth by the second generation? That number grows to 90% by the end of the third generation, as noted in an article by Money.