Trust & Estate Planning
How Does Trust and Estate Planning Impact Wealth Management?
You’ve worked hard to build your wealth, and trust and estate planning is an important part of helping you preserve it. Key Private Bank will coordinate with your advisors to develop trust and estate plan to meet your goals. Our team will monitor the economic and legislative environment so you can understand how they might affect your plan. Whether your goals are wealth preservation, business succession, charitable planning or wealth transfer, your Key Private Bank team can help.
We have more than 190 years of experience providing sophisticated trust and estate services – and a heritage of transparency and compassion in delivering those services to you.
Estate Planning Services Include:
- Wealth transfer planning
- Charitable trusts
- Custom trust solutions
- Trust administration
- Estate tax minimization
- Power of attorney/Living will
- Document review
- Review of account titling and beneficiary designations
- Blended family issues
- Multi-generational transfer planning
- Real estate management services
- Oil and gas interest management