planning your estate

Plan Your Estate

Estate planning strategies.

An estate plan ensures your values, wishes and legacy are preserved and passed on. It also limits litigation, taxes and expenses for your family and heirs. Make time for estate planning today. Learn more about what’s important and how to start.

Getting Your Financial House In Order

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

Surviving the Death Tax: 2021 Proposals May Challenge Estates

“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

Three Estate Trusts for the Uncertain Legislative Future

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.

Power to the POA: The Importance of Updating Your Durable Power of Attorney

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.

Estate Planning Series: Wills

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.

Estate Planning Series: Trusts

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

The Fundamentals of Estate Planning

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.

Checklist: Eight Estate Planning To-Dos

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.

Estate Planning in a Digital World

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.

A Checklist of Legacy and Estate Planning Topics for Your Family

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.