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.
Estate Planning Series: Trusts
Find out the basics on trusts, beneficiaries and how the different types of trusts can manage a family's needs.
Estate Planning Series: Tailoring Trusts for Estate Control
Find out how to control when and how your heirs can receive the inheritance you plan to leave. Individual needs of grantors and heirs vary. So while it’s natural to think of giving each child an equal inheritance, doing so doesn’t always fit with the children’s needs or your personal objectives and values.
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.
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.
The Issue of Family Dynamics in Estate Planning
Key Private Bank National Director of Wealth Services, Karen Arth talks about family dynamics in estate planning on the podcast series, “Money Life with Chuck Jaffe.”
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.
About the Key Private Bank Advisor Poll on Estate Planning
Key Private Bank’s Quarterly Advisor Poll surveyed more than 120 client-facing advisors, examining their experiences working with clients 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.
Decanting: How to Mend a Broken Trust
When your grandfather’s trust becomes as clunky, antiquated, and broken down as his Oldsmobile – decanting offers a much needed estate planning upgrade.
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.