Plan Your Estate
Estate Planning Strategies
December 2018
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.
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.
2020 Year-End Planning: Identifying Tax and Financial Planning Opportunities
In this special podcast, Joe Velkos, Tax Trust Director with Key Private Bank, sits down with Senior Financial Planner Tina Myers to discuss 2020 end of year tax and financial planning.
Joe and Tina boil down the complex topic of tax planning into several critical takeaways that will provide flexibility regardless of the potential election outcome or the impact felt by COVID-19.
Key Wealth Matters Podcast: Finding Portfolio Yield and Value in Times of Volatility
Market volatility continues to be a major headline of 2020, due to economic turmoil caused by the Coronavirus pandemic. With stimulus negotiations between Congress and White House ongoing, economic volatility continues to be a theme of 2020 investment strategies.
Investors and consumers alike are shifting their focus to various different industries with a focus on speed, flexibility, health and safety—but are these areas sustainable over the long term?
Key Wealth Matters Podcast: Estate and Tax Planning Strategies in an Election Year
It’s undeniable that 2020 has been a year of unprecedented surprises, and this year’s election promises to present even more uncertainty given the stakes.
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: 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.