Plan Your Estate

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.

Key Private Bank’s Quarterly Advisor Poll surveyed more than 120 client-facing advisors, examining their experiences working with clients 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.

Under the recently enacted Tax Cuts and Jobs Act (TCJA), many people will find that they’re not subject to federal estate taxes, because their estates are worth less than the new exemption equivalent amount.

When your grandfather’s trust becomes as clunky, antiquated, and broken down as his Oldsmobile – decanting offers a much needed estate planning upgrade.