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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.

Plan Your Estate

Estate Planning Series: Trusts

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

August 2019
Plan Your Estate

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.

August 2019
Plan Your Estate

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.

August 2019
Plan Your Estate

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.

May 2019
Plan Your Estate

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.”

May 2019
Plan Your Estate

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.

April 2019
Plan Your Estate

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.

April 2019
Plan Your Estate

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.

August 2018
Plan Your Estate

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.

May 2018
Plan Your Estate

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.

October 2017